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Global Agricultural Developments
by vnm13 81 sources
Tracks farming innovations, best practices, commodity trends, and global market dynamics across grains, livestock, dairy, and agricultural inputs



Market Movers
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Corn (U.S.) — prices eased week over week but held key technical support. Futures finished down about 28¢ for the week, yet closed above the 50‑day moving average for a second straight week; resistance sits near 4.25–4.34 with potential pullbacks toward 4.07 if tests occur 74 So it means down on Friday and down for the week here, 28 cents. https://www.youtube.com/watch?v=8hHFH5yJuio 73 However, I really do like, I do like the fact that we've been able to close above the 50 day for two consecutive weeks now. https://www.youtube.com/watch?v=8hHFH5yJuio 32 But you know, there is some resistance at the 38% retracement level up around that 425 area. That's the retracement from this last February's highs to this year's lows. You know, that stopped us on Wednesday. https://www.youtube.com/watch?v=8hHFH5yJuio . New‑crop export sales topped roughly 83 million bu in the latest daily flashes, and current price levels remain stimulative for exports, ethanol production, and feed demand 40 So we talked about exports, new crop, over 83 million bushels this morning. https://www.youtube.com/watch?v=I2yCmLH8s3w 29 Prices in this area have been very stimulative for export demand. It's been very stimulative for ethanol production and to, and for the additional feed demand to put these extra pounds on the fewer numbers of animals that we have. So as long as prices remain cheap, we anticipate that demand is going to remain very, very strong. https://www.youtube.com/watch?v=8hHFH5yJuio .
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Soybeans (U.S. and Brazil) — the China demand gap is widening U.S. basis and pressuring cash, while Brazil’s near‑term exports accelerate. U.S. new‑crop soybean export book is among the weakest of the past decade, with some Northern Plains locations reporting cash bids under $9 and select facilities going no‑bid without Pacific Northwest pull; unknown‑destination new‑crop sales total about 133 million bu 41 You know, the typical farmer response is going to be to store them until a better price comes forward. But we're going to continue to struggle on the soybean side. So storage isn't as attractive of an option as it has been in the past, just largely because we're sitting on massive South American inventories as well. https://www.youtube.com/watch?v=KZWahRRvsYw 36 Yeah, we farm journalist Michelle Rook, as she reported last week, I mean, there are areas in North Dakota where farmers may not even be able to take their, their soybeans. They're already seen with basis. You talk about the widening basis cash prices under $9, which is just, I mean, I, you know, Mr. Sinski, I talked to a farmer last week that said, you know, I'm just looking at what do I plant next year that can cause me to lose the least amount of equity? https://www.youtube.com/watch?v=9Tu-QHoq-8w 42 That's not happening. So you're going to have facilities in those areas that, that not only have poor basis, but some of them are just going to go no bid, because they've got nowhere to go with soybeans. https://www.youtube.com/watch?v=KZWahRRvsYw 28 Of the 133 million bushels of unknown destination export sales that we've had on new crops so far. What's your estimate in terms of how much of that could actually be Chinese business? About half of it. About half. https://www.youtube.com/watch?v=8hHFH5yJuio . Brazil’s shipper association ANEC projects September soybean exports at 6.75 M t, up ~30.8% y/y 55 Em setembro, a ANEC projeta que os embarques de soja totalizem 6,75 milhões de toneladas. O volume representa um crescimento de 30,8% na comparação com o mesmo período de 2024. Para o milho, a associação estima que sejam embarcadas 6,37 milhões de toneladas. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Wheat (U.S.) — futures revisited contract‑low areas despite solid demand claims. Analysts cite persistent, large fund shorts and note U.S. wheat is the “cheapest in the world,” even as global production increases from key exporters weigh on price 27 And all three wheat exchanges back into contract low areas and posted lower weekly closes. What is it going to take to finally bottom this wheat market foreign? It's, it's a great question. You know, I'll be honest with you. I, I feel like it's been sort of a Pavlovs dog sort of thing. You get a small rally in wheat and the funds are there to sell it. They've maintained a majorly large short position now for the better part of, you know, two to three years. https://www.youtube.com/watch?v=8hHFH5yJuio 38 I certainly don't think so. I mean, our demand's been fantastic. Inspections have been fantastic. We're the cheapest wheat in the world by quite a bit. Shoot. https://www.youtube.com/watch?v=-Vn3a0VM5hI 39 But the fact is that all the major exporting or a lot of the major exporting countries are increasing production estimates and that I think is just continues to weigh on this market. https://www.youtube.com/watch?v=I2yCmLH8s3w .
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Beef (Brazil) — exports set a new August record (>268,000 t). U.S. tariff impacts were largely offset by higher shipments to China (+~50% y/y in August) and gains in Russia; Jan–Aug volumes rose from ~1.59 M t (2024) to ~1.83 M t (2025), with full‑year exports trending toward ~3 M t 22 Mesmo com o tarifaço dos Estados Unidos já em vigor, as exportações brasileiras de carne bovine encerraram agosto em ritmo positivo, com mais de 268 mil toneladas embarcadas. O número representa um novo recorde para o período. https://www.youtube.com/watch?v=too23Ui3TJE 5 Impacto do tarifácio dos Estados Unidos no setor de carne e bovina. Quase zero a considerar que a gente conseguiu remanejar esses embarques para os Estados Unidos. Estados Unidos, sim, reduziu. A gente reduziu as exportações para os Estados Unidos para o mês de agosto em quase 60%. volume que foi compensado tá com outros países que a gente vai ver em seguida agora vou pedir para colocar o gráfico primeiro do mês de agosto Então aqui gente nós estamos vendo exportação de carne bovina agosto de 2024 comparado a agosto de 2025. A China saiu de 106 mil toneladas para 158 mil toneladas um crescimento de 50% nos embarques de carne bovina para a China no mês de agosto. Olha os Estados Unidos. Caiu de 15 mil toneladas para 6.3, 6.4 mil toneladas. Uma redução de 58% nas exportações, nos embarques de carne bovina para os Estados Unidos. https://www.youtube.com/watch?v=Wk66iHpCF1o 56 Vamos olhar janeiro e agosto de dois mil e vinte e quatro, lembrando que dois mil e vinte e quatro nós tivemos um recorde nas exportações de carne bovina, foi um recorde histórico. Então a gente fez um ponto cinquenta e nove milhão de toneladas, tá? Quase um ponto seis milhão de toneladas exportadas para o mundo, tá? O Brasil exportou um ponto seis e esse ano nós já fizemos um ponto oitenta e três milhões de ou seja, um crescimento sobre o mesmo período do ano passado. E a receita cambial de US$ 7,14 bilhões de janeiro a agosto do ano passado para US$ 9,6 bilhões de janeiro a agosto de 2025. Então, gente, impacto praticamente nulo no setor de carne bovinas. de carne bovina é o Tarifácio dos Estados Unidos. E para concluir, um número a ser batido, a gente está muito próximo disso, ano passado eu acabei de falar que nós tivemos um recorde em exportação de carne bovina, volume e receita cambial. Esse é o número a ser batido em 2025. Nós fizemos 2.52 milhões de toneladas exportadas no ano passado de carne bovina para uma receita cambial de 11.6 bilhões de dólares. Ou seja, a gente está muito próximo disso, a expectativa é que apesar do tarifácio dos Estados Unidos, impacto praticamente nulo, reforço aqui, nós devemos saltar esse ano de 2,5 milhões de toneladas exportadas para algo próximo de 3 milhões de toneladas de carne bovina exportada pelo Brasil em 2025. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Energy (global) — crude softened as inventories rose and supply expectations firmed. Brent futures fell to the lowest since Aug 20 on U.S. stock builds and OPEC+ supply signals; earlier in the week, flat crude prices were also down ~$2.50/bbl while refined product cracks stayed supported by outages 1 Os preços do petróleo encerraram o pregão desta quinta-feira em queda após notícias de um aumento nos estoques dos Estados Unidos. Os contratos futuros do tipo Brent caíram para o menor valor desde 20 de agosto. https://www.youtube.com/watch?v=Wk66iHpCF1o 60 Esse fortalecimento do dólar também levou o ouro a devolver parte dos ganhos recentes e fez o petróleo acumular perdas, pressionado ainda pela surpresa na alta dos estoques americanos e pela expectativa de que a OPEP+, amplia a oferta no final da semana. https://www.youtube.com/watch?v=zkYZ3towyqo 96 Flat Prices fell $2.50/bbl on the week on the back of rumours that OPEC+ would march ahead on further production increases faster than expected and refining outages keep pressure on crude demand.https://www.commoditycontext.com/p/ocw36w25 95 Refined Products markets strengthened on the back of numerous refinery outages including upped Ukrainian attacks against Russia’s refining fleet, the likely months-long loss of Dangote’s gasoline producing unit, as well as Europe’s largest refinery confirmed heavy maintenance.https://www.commoditycontext.com/p/ocw36w25 .
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FX/trade (Brazil) — August trade surplus reached US$6.1B, aiding the real; the dollar slipped under R$5.45 amid calmer global flows, though political risk keeps volatility elevated 59 O saldo comercial ficou em US$ 61,1 bilhões no mês passado, acima das expectativas, trouxe alívio ao real e fortaleceu a percepção de que o setor externo segue contribuindo positivamente para o equilíbrio macroeconômico. https://www.youtube.com/watch?v=zkYZ3towyqo 10 Já o câmbio teve exceção de volatilidade contida após abrir em alta, o dólar virou para a queda e fechou abaixo dos R$ 5,45, em leve baixa de 0,11%. O movimento foi explicado pela acomodação do dólar no exterior e por eventuais fluxos de entrada na bolsa. Ainda assim, a moeda segue pressionada pelo risco político no radar, mesmo com um alívio momentâneo no câmbio. https://www.youtube.com/watch?v=zkYZ3towyqo .
Innovation Spotlight
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Short‑stature corn systems (U.S.) — Pression Smart Corn reduced plant height about one‑third, improving standability (shortened below the ear with protective leaf sheaths) and enabling late‑season access for fungicide/insecticide and fertility. Groundbreaker growers averaged ~39k plants/acre vs 34–35k conventional, with narrow rows beneficial but not mandatory; deployment totals ~85,000 acres across six states with expansion targeted toward ~250,000 acres next season 78 But what we've done is really what the product is within the system is short stature corn. So we've reduced the height of the corn plant by about a third. And with that comes all these benefits that our growers see that we see. https://www.youtube.com/watch?v=9IUi8QO8Dmw 77 So shorter, so you're catching less wind to start and that's where we see the standability. But the other part of that is how it's shortened. And so it's shortened below the ear. And you have also below that ear node, those leaves sheath are stacked over each other. And so there's also protection sort of at the lower point of the space. And so you get that interaction of those two and we see better standability. It's not a silver bullet by any means that, you know, a big enough wind is still going to come in and cause some damage to your corn. But by and large we're seeing especially this year where it's been a lot more windy, we've had some early or late season down corn. We've seen pression stand out with that standability aspect. https://www.youtube.com/watch?v=9IUi8QO8Dmw 92 But, but when you shorten the height of the plant, you have all this ability to manage it differently and to access it for inputs like fungicide, insecticide, late season fertility, how and where we're placing those things, and that's really where the system comes in, is how the growers are managing it, how we're working with them to figure that out. https://www.youtube.com/watch?v=9IUi8QO8Dmw 76 Right now our groundbreaker growers are planting at an average of 39,000 plants per acre where their standard corn. Right. Is 34 to 35,000. And so we do see that response to higher populations, higher management and if we didn't talk about this yet, but narrow row spacing can be a big component of that. https://www.youtube.com/watch?v=9IUi8QO8Dmw 75 This year we have just about 85,000. So there's, there's the grain part of it. Yep. And we're in six states. So you think Nebraska, Iowa, Minnesota, Wisconsin, Northern Illinois, northern Indiana. Most of that is grain. https://www.youtube.com/watch?v=9IUi8QO8Dmw 89 Not so I mentioned we've got about 85,000 acres this year within those six states. The plan is next year to get close to as close as we can as 250,000 acres. We're also, I mentioned the silage piece earlier. https://www.youtube.com/watch?v=9IUi8QO8Dmw .
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Early fungal detection network (U.S.) — a chlorophyll‑fluorescence sensor grid covering ~50,000 acres alerted growers an average 4.5 weeks before visible white mold symptoms, providing action lead time to protect yield 64 We're covering 50,000 acres. In our initial year, we had actually the world's first detection of an active fungal infection in real time. First time in 10,000 years of agriculture that's happened. We detected in July in northeast Nebraska active fungal infection. We notified the farmers and we actually have control plots in that area. So four and a half weeks after we notified those farmers, we actually saw white mold symptoms in our fields. So the farmers that we alerted had a four and a half week head start to take action in their field to preserve their yields. https://www.youtube.com/watch?v=DNWd2wQlGQQ .
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No‑till + cover‑crop compaction management (U.S./global) — a smartphone‑linked penetrometer system benchmarks rooting resistance; fields under ~200 psi are “ideal.” Users report no‑till with specific covers “mellows” soil; the tool is in 32 countries with real‑time mapping via free app and phone mounts 66 This measures in pounds per square inch, how much force it takes to poke down into your soil. And that mimics what a root is feeling. So a lot of things can influence that. Your soil texture can influence that. Soil moisture can influence that as well. But what we're Looking for is your soil to be as mellow as possible. That's what's going to help you and your cash crop the very best. So this just measures in psi, so anything under 200 psi is fantastic. That's exactly what you're looking for. https://www.youtube.com/watch?v=DNWd2wQlGQQ 45 In the four years of doing this as a service for different farmers around, around the country, I found that no till with specific cover crops can have a beautiful effect on mellowing out that soil. We just released these one year ago today and I'm super excited to say that we're now in 32 countries and it's not just your regular corn and soy that we're seeing. To my surprise, as a corn and soybean farmer, I thought that was going to be the big hit. https://www.youtube.com/watch?v=DNWd2wQlGQQ 65 All we've really done here is made smartphone mounts for all the different brands and gave a free app so that you can download and collect these measurements and map them out in real time. https://www.youtube.com/watch?v=DNWd2wQlGQQ .
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National cattle traceability pilot (Brazil) — 50 ranches are trialing ear‑button chip IDs with handheld readers to capture birth‑to‑slaughter data (723 head already enrolled at one pilot). A unified national database is due by 2026, ID rollout during 2027–2029, and full coverage of ~240M head by 2032, supporting sanitary certification, market access, and value addition 30 E ainda esta semana, na Expo Inter, nós falamos do lançamento do plano piloto de rastreabilidade. Até 2032, o Brasil deve colocar em prática um novo sistema de identificação animal em todo o rebanho, com cerca de 240 milhões de cabeças. Os testes acontecem em 50 propriedades gaúchas. Veja como está sendo esse processo e o que os produtores estão achando desta mudança. Os animais vão trocar o brinco na orelha por um bóton com um chip. Ao aproximar o leitor, o produtor, o comprador e os órgãos de fiscalização vão ter todas as informações do animal, do nascimento ao abate. O Gilson já usa o sistema na fazenda em André da Rocha, município gaúcho que fica nos campos de cima da serra. Uma ferramenta de extrema necessidade hoje para a gente conquistar novos mercados, para a gente valorizar mais o nosso produto e também para o consumidor ter uma maior segurança alimentar. Na fronteira oeste gaúcha, os animais do presidente da Associação Brasileira de Criadores de Angus, José Cairoli, também já começaram a ser identificados com o novo modelo de rastreabilidade. São 723 animais que estão fazendo parte desse programa piloto. https://www.youtube.com/watch?v=Ur7n47WV0n8 54 O cronograma de implantação do novo sistema fica a cargo dos estados, mas até 2026 está prevista a construção de uma base de dados nacional unificada com todos os dados recolhidos pelo Ministério da Agricultura. Entre 2027 e 2029 será implementada a identificação de cada animal. Isso vai fazer com que o processo de certificação da condição sanitária desses animais e dos produtos que são obtidos da produção pecuária no Brasil, elas garantam ao. Consumidor muito mais garantias do produto que. Vai ser consumido e dessa forma a gente tenha uma capacidade de demonstrar maior eficiência do sistema produtivo e a gente possa agregar valor nessa cadeia de produção. Até 2032, o novo sistema de rastreabilidade animal precisa estar implementado em todo o rebanho brasileiro, que tem cerca de 240 milhões de bovinos e bubalinos. https://www.youtube.com/watch?v=Wk66iHpCF1o 53 Isso vai fazer com que o processo de certificação da condição sanitária desses animais e dos produtos que são obtidos da produção pecuária no Brasil, elas garantam ao. Consumidor muito mais garantias do produto que. Vai ser consumido e dessa forma a gente tenha uma capacidade de demonstrar maior eficiência do sistema produtivo e a gente possa agregar valor nessa cadeia de produção. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Forage & resilience (Brazil, semi‑arid) — Embrapa’s new andropogon cultivar BRS Sarandi plus gliricidia and palm forage were highlighted as drought‑adapted options for Northeastern livestock systems 63 Apresentamos ainda as mais recentes novidades da Embrapa, uma nova cultivar de capim andropogon, o BRS sarandi, capim muito bom para lugares secos, e a leguminosa gliricídia, que juntamente com a palma forrageira, é uma excelente alternativa para o pecuarista nordestino. https://www.youtube.com/watch?v=Ur7n47WV0n8 .
Regional Developments
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United States
- Weather: historically cold early September brought localized frosts into the northern Plains; models indicate renewed cold fronts with risk around mid‑September. Eastern Corn Belt drought persists with below‑normal precipitation outlook into late September; soybean finishing rainfall remains limited 49 It's been historically cold. In fact we've really flipped a script here from the usually September very warm and now we're some of the coldest temperatures we've ever seen in September for some areas here. And you know we take a look at even this morning the areas I have highlighted in blue. That's where some localized instances of some frosts were noted. That's very unusual even into the northern Plains this time of the year. https://www.youtube.com/watch?v=ANTtTcs1JEA 84 We're watching a cold front we're targeting around September 15th. Something we've noted is that models have tended to struggle to capture how strong some of these cold fronts can be. So that's why we got some areas in the eastern ag belt, Michigan, down into the Tennessee valley for some potential colder trends with that. https://www.youtube.com/watch?v=ANTtTcs1JEA 48 Now on top of the cold temperatures that we've been dealing with here, this colder air has also brought in some dry Canadian air as well. If we take a look at the drought monitor, obviously you could see much of the, let's call it the eastern Ag Belt, right. Suffering in some drought a little bit. Unfortunately here as we move forward into the forecast, I don't see much in the way of improvement if you are into the eastern ACT belt in fact probably can deteriorate a little bit here over really through the month of September as well here now we take a look at kind of the, the week ahead forecast here and this is over the next seven days. https://www.youtube.com/watch?v=ANTtTcs1JEA 46 Lastly here as we kind of look into call it the back half of September here you can see the temperature outlook on the left and the precipitation outlook on the right. If you're into the eastern Ag belt, I know you need rain. Unfortunately the forecast that we're seeing just not calling for a whole lot. I think it's going to be tough. Does that mean zero precipitation? No, I do think there's some pesky rain but gosh, most areas probably end up below normal. And now a little bit different there from Texas through the Central Plains and then kind of through Minnesota there. That's an area where there's going to be some opportunities for some rain in some of those spots. But as you can see on the temperatures, I think the temperatures warm up here and in fact I think versus the map that you even see here, I think there's a risk that things can turn a little bit warmer further to the east here as some of the latest trends that we're noting has been for a little bit warmer here. https://www.youtube.com/watch?v=ANTtTcs1JEA .
- Logistics: Mississippi River stages at St. Louis/Memphis are trending down; light‑loading barges raises freight costs during peak harvest, stressing the supply chain 71 Mike Steenhoek, the executive director of Soy Transportation Coalition, noted late last week that river levels at the St. Louis area are currently only 8ft higher than the same date last year and Memphis is only about four and a half feet higher. As hinted at earlier, however, the trend is downward and historically low readings in both of these locations over the past year have showed just how vulnerable the river is when we get to these dry conditions. The US Army Corps of Engineers says that roughly 60% of Mississippi's water volume south of Cairo, Illinois comes from the Ohio River River. https://www.youtube.com/watch?v=9IUi8QO8Dmw 72 Any limitations delaney on barge traffic could complicate moving the projected large corn and soybean harvest to ports, particularly as soybean exports remain weak, especially to China. Steenhoek it emphasizes that the supply chain should support profitability but may become an obstacle. And low water levels could add to further stress on farmers as this fall harvest begins. https://www.youtube.com/watch?v=9IUi8QO8Dmw .
- Policy: a federal court vacated part of the H‑2A job‑function wage rule; EPA withdrew stricter meat/poultry wastewater revisions; a narrowed WOTUS proposal aligned with Sackett is headed for public comment 83 They are A federal district court of Louisiana has vacated a portion of the 23 adverse ACT wage rate rule specifically for H2A desegregation rules earlier this week. That rule would have required farmers to pay different wage rates based upon job functions within the H2A seasonal program. The court's decision means the Department of Labor will now need to provide further guidance. American Farm Bureau President Zippy Duvall says that the rule created an unfair wage structure that forced farmers to pay work not typically performed. He emphasized that farmers value their employees and support fair wages, but argued the rule didn't align with compensation with the work that had been done. John Walt Boatwright, the director of government affairs at Farm Bureau, called the ruling a big win for agriculture, especially for those small family farms. He also stated the Labor Department's rule would have been very costly, with their Farm Bureau economics estimating two to three times the financial impact on smaller operations compared to larger farms. More updates to come on what the next ruling is there. https://www.youtube.com/watch?v=9IUi8QO8Dmw 82 Yeah, well, the EPA this week has withdrawn proposed revisions to federal wastewater regulations for meat and poultry processors. Administrator Zeldin signed the action on August 30, with the agency concluding that existing rules under the Clean Water act are already effective. The Meat and Poultry Products Affluent guidelines, first issued in 1974 and last updated in 2004, currently apply to about 180 facilities nationwide. The proposed changes would have expanded oversight to as many as 1600 facilities, creating significant new costs for the industry and those facilities. An economic impact analysis commissioned by the Meat and Poultry Products Industry Coalition found that the EPA had underestimated potential closures, raising the estimate from 16 to 74 sites. However, those closures will not occur because the EPA formally withdrew the rule revisions this week, preventing the stricter guidelines from taking effect. https://www.youtube.com/watch?v=9IUi8QO8Dmw 69 Well, other we have now Wotus news the Trump administration is preparing to propose a new Clean Water act rule that would significantly narrow the federal protections for wetlands, according to an internal EPA presentation obtained by Politicos and EE News last week. Wetlands would only qualify for regulations if they held surface surface water during a wet season and we're directly connected to a river, stream or other body of water that also flows during that period. Fewer permits would be required under this change, which aligns with the 2023 Supreme Court ruling in Sackett vs EPA that limited protections to those wetlands with continuous surface connection to relatively permanent waters. Again, EPA Administrator Zeldin said that the agency is in its final stages of reviewing those proposed waters of the U.S. speaking at a federal issues forum hosted by Senator Pete Ricketts late last week, he said that the draft is now undergoing interagency review and should be available for public comment in the coming weeks. Zeldin also spoke and told Brownfield that he wants to establish consistency across the country by adopting one clear definition of what waters are covered. He said, we want to get it right once the proposal is released. Zeldin is encouraging farmers and ranchers to weigh in during that public comment period before that rule becomes finalized, giving us all the chance to review and comment. https://www.youtube.com/watch?v=9IUi8QO8Dmw .
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Black Sea
- Market risk: reports point to a worsening situation, sustaining uncertainty around regional grain flows 94 in case you haven’t been paying attention, the situation in the Black Sea seems to be getting way worser, not way betterhttps://x.com/GoddessofGrain/status/1963926342463832163 .
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Japan–U.S. trade
- Agreement details: Japan committed to an additional US$8B/yr in U.S. agricultural purchases; Japan imported about 512M bu of U.S. corn in MY 24/25 and was the No. 2 corn buyer behind Mexico 91 So President Trump on Thursday finalized a trade agreement with Japan. The the deal includes a 15% tariff on Japanese imports and a pledge from Tokyo to establish a $550 billion US investment fund. The agreement, first reached in July, had been delayed as Washington and Tokyo negotiated final terms. As part of the deal, Japan committed to purchasing an additional $8 billion in U.S. agricultural products annually, including corn and soybeans. During Japan's 2425 marketing year, corn imports from from the U.S. totaled 512 million bushels. https://www.youtube.com/watch?v=_Qdn5jTZsAU 90 During Japan's 2425 marketing year, corn imports from from the U.S. totaled 512 million bushels. https://www.youtube.com/watch?v=_Qdn5jTZsAU .
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Brazil
- Poultry access: the EU officially recognized Brazil as free of avian influenza, enabling resumption of chicken exports to EU member states 51 O Ministério da Agricultura anunciou que a União Europeia reconheceu oficialmente o Brasil como país livre de gripe aviária. A decisão viabiliza a retomada das exportações de carne de frango aos Estados-membros do bloco econômico. https://www.youtube.com/watch?v=Wk66iHpCF1o .
- Producer finance: federal MP provides R$12B in credit to up to 100k producers in calamity‑hit municipalities; small (≤R$250k @6%), medium (≤R$1.5M @8%), others (≤R$3M @10%) with up to 9‑year term and 1‑year grace 52 E agora há pouco, o presidente Lula anunciou em uma rede social que assinou uma medida provisória que garante R$ 12 bilhões para apoiar até 100 mil produtores em municípios que decretaram estado de calamidade até duas vezes nos últimos cinco anos. Pequenos produtores vão poder acessar até R$ 250 mil de crédito com taxa de 6% ao ano. Os médios vão ter crédito de R$ 1,5 milhão, com taxa de 8% ao ano. E os demais produtores, até R$ 3 milhões, com 10% ao ano. Eles vão ter até nove anos para pagar um ano de carência. Agora a gente vai chamar alguém que sabe de tudo sobre Expo Inter aqui. https://www.youtube.com/watch?v=Wk66iHpCF1o .
- Sustainability/credit enablement: São Paulo aims to validate ~200k CAR records (150k already), with completion targeted by 2026; CAR validation improves compliance and credit access 50 Durante o Fórum de Sustentabilidade da FAESP, o Cadastro Ambiental Rural, CAR, foi apontado como peça-chave para impulsionar a sustentabilidade no campo. Aqui em São Paulo, existem cerca de 400 mil imóveis rurais e a Secretaria da Agricultura espera alcançar a validação do CAR de metade dessas propriedades até o fim do ano. Nós já temos 150 mil propriedades nesse. Exato momento validado e a nossa meta. É até o final do ano chegar em 200 e zerar isso até o final do mandato. https://www.youtube.com/watch?v=Wk66iHpCF1o 18 O estado de São Paulo tem cerca de 400 mil imóveis rurais e de dois anos para cá, a gente tem acompanhado, está avançando cada vez mais na validação do Cadastro Ambiental Rural CAR. E dessas propriedades, então, o objetivo é que a gente chegue a pelo menos metade da validação até o final desse ano e conclua esse processo até 2026. E isso tem vários benefícios, como melhor acesso ao crédito pelos produtores. https://www.youtube.com/watch?v=m2VvZloZgTQ .
- Corn outlook (Mato Grosso): IMEA’s first 25/26 estimate pegs production at 51.7 M t (−~7% y/y) on ~7.39 M ha (+~2%), with yield at ~116.6 sc/ha (−>8%); some northeast areas are shifting from sesame toward corn/sorghum 14 A primeira projeção do IMEA para a safra 2526 aponta a produção de 51,7 milhões de toneladas, uma queda de quase 7% em relação ao ciclo anterior. https://www.youtube.com/watch?v=LmNofZ6hm68 61 Na área plantada, a projeção do Imeia é de 7,39 milhões de hectares de milho na safra 25-26, aumento de quase 2% frente à temporada 24-25. https://www.youtube.com/watch?v=LmNofZ6hm68 62 Na produtividade, a estimativa é de 116,6 sacas por hectare, redução de mais de 8%. https://www.youtube.com/watch?v=LmNofZ6hm68 13 O destaque vai para o nordeste do estado, onde parte dos produtores devem trocar o gergelim pelo cereal. https://www.youtube.com/watch?v=LmNofZ6hm68 .
- Corn ethanol: a R$2.5B plant announced for Rondonópolis will produce ~900M L/yr plus feed and energy, creating up to ~2,000 construction jobs and ~350 permanent, adding ~R$60M/yr to local revenue 12 A força do milho também puxa novos investimentos. Em Rondonópolis, a Amagi e a Empasa vão construir uma usina de etanol com aporte de R$ 2,5 bilhões. A obra deve gerar até 2 mil empregos e, depois de pronta, manter 350 permanentes. https://www.youtube.com/watch?v=LmNofZ6hm68 11 A planta vai produzir 900 milhões de litros por ano, além de ração e energia, movimentando logística, pecuária, comércio, garantindo mais receita para a cidade, estimada em R$ 60 milhões por ano. https://www.youtube.com/watch?v=LmNofZ6hm68 .
- EU–Mercosur: the accord advanced to final stages (signature sought by year‑end), with EU ratification rules noted; stakeholders caution that reciprocal agricultural market openings will require careful management 26 O Acordo Mercosul-União Europeia, que cria uma zona de livre comércio entre os dois blocos, avança e entra na fase final. https://www.youtube.com/watch?v=BFHK6PVM02I 25 Segundo o presidente da Apex Brasil, a expectativa é que o texto pode ser assinado até o fim deste ano. https://www.youtube.com/watch?v=BFHK6PVM02I 24 Para entrar em vigor, o texto agora precisa ser aprovado por 15 dos 27 países europeus ou alcançar a representatividade de 65% da população do bloco. https://www.youtube.com/watch?v=BFHK6PVM02I 23 E terceiro, o que a gente tem que tomar cuidado, porque do mesmo jeito que eles vão facilitar a entrada de produtos agropecuários para lá, a gente vai ter que abrir condições para que produtos agropecuários de lá entrem aqui. https://www.youtube.com/watch?v=BFHK6PVM02I .
- Planting window (Center‑West): sanitary fallow ends Sept 6 in MT, but forecasters advise delaying major soybean planting until late Sept/early Oct as soil moisture is <20%, rains are spotty through mid‑Sept, and soil/air temps remain hot; more reliable 100–200 mm totals are expected from late Sept into October 4 Agora, voltando aqui para a nossa meteorologia e para o nosso plantio, a gente vai ter agora o início dos trabalhos em campo, o plantio da soja em Mato Grosso. Isso vai acontecer no domingo. já que o vazio sanitário no estado termina dia 6 de setembro, sábado. E eu queria que você passasse já pra gente um panorama de quem for jogar a semente no solo no domingo, o que vai encontrar. https://www.youtube.com/watch?v=Wk66iHpCF1o 3 Pois é, tem que esperar um pouco porque vai encontrar um solo seco com temperatura elevada. A gente vê aqui o mapa de umidade do solo abaixo de 20%, principalmente na região centro-oeste. Nos próximos cinco dias a gente não tem chuva. A coisa só começa a mudar lá pelo dia 11 a 15 de setembro, onde as primeiras pancadas de chuva já chegam no oeste de Mato Grosso do Sul, Mato Grosso e Rondônia, principalmente lá na região de Juína. Então, esse pessoal aqui já pode pensar em começar a semear a partir de domingo. E quando a gente olha de 16 a 20 de setembro, as chuvas até se mantém no oeste de Mato Grosso, avançam para regiões centrais, mas lembrando que não é chuva volumosa. Para a gente ter uma ideia melhor do estado de Mato Grosso, vamos olhar para um importante município produtor, o principal, Sorriso, onde Tem um pouquinho de chuva lá pelo dia 17 e 18, mas é uma chuva que mal somou 10 milímetros, porque a chuva só vai ganhar ritmo na região na virada do mês, pegando aí a última semana de setembro, começo de outubro. E a atenção fica, porque até começar a primavera, as máximas aí vão ficar oscilando perto dos 40 graus e a temperatura do solo vai lá pra cima. E aí por que que é importante? Olhando pra outubro, a máxima já vai caindo, ficando pra 32, 34, porque também aí sim, chuvas de 100, 150, 200 milímetros já começam a ocorrer na região. Então, a gente sabe que o produtor sempre quer se antecipar, mas segura um pouquinho, espera começar a primavera, porque a chuva vai vir num bom volume pros nossos amigos de Mato Grosso. https://www.youtube.com/watch?v=Wk66iHpCF1o .
Best Practices (Actionable)
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Soybean harvest timing & drying (U.S.)
- Start slightly early (~14% moisture) and accept elevator docks if hauling direct; this typically nets better than waiting for ~9% due to shrink and harvest losses at overly dry moisture. For on‑farm storage, use automatic bin‑fan controls to bin at ~17% and ambient‑air dry to ~13% in ~3 weeks, reducing losses and avoiding dockage later 93 When you take a dock at the elevator you feel bad, and you feel like you lost a bunch of money. However, let’s say you start combining just a little bit early and harvest 14% moisture beans and haul them right to town. Even with the dock, you will almost certainly come out way ahead compared to if you harvest 9% beans. While there is no dock for dry beans, you give up a lot of shrink and you’ll have more harvest loss. Also, consider investing in automatic bin fan controls. They don’t cost much, but they allow us on our farm to start combining beans early and bin them at 17% moisture so we get done way quicker each fall with almost no harvest loss. In about 3 weeks time, air has dried the beans down to 13%, and we can haul them in with no dock.https://x.com/AgPhDMedia/status/1963952269239488919 .
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Corn planting date risk (U.S.)
- PTI research identified “planting corn too early” (late Mar/early Apr) as a top money‑loser; conditions must be “about perfect.” Trials show planting a bit later avoids yield penalties, improving risk‑reward 44 So Jason shared a list of the top 10 money losers at the PTI farm. Number one is corn that's planted too early. Yeah, so early planted corn. I know everybody wants to get in, get acres done fast. With soybeans, we can get in and plant early with a very low risk corn. However, our data would say over the last seven years that conditions have to be about perfect for corn. On the early side, the risk reward ratio is a little off. On planting corn too early. We've shown that we can plant corn a little bit later without suffering yield Loss. https://www.youtube.com/watch?v=DNWd2wQlGQQ 43 On planting corn too early. We've shown that we can plant corn a little bit later without suffering yield Loss. https://www.youtube.com/watch?v=DNWd2wQlGQQ .
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Storage & logistics (U.S.)
- Avoid ground‑piling soybeans; plan corn bagging where bin/commercial space is tight. Anticipate longer marketing windows for soy when exports are weak and crush demand is steady but not immediately large 35 There's going to be storage issues in parts of the country where you have big crops of both soybeans and record corn coming. I think, as you know, soybeans don't store very well on the ground. And so you're going to have to store those soybeans in bins or in commercial storage. And that means maybe more corn that ends up on the ground. https://www.youtube.com/watch?v=9Tu-QHoq-8w 79 We're going to see quite a bad storage crunch. I think once, especially once if the corn makes it all the Way to maturity and there's no issues and we have average moisture. I think we're going to see a pretty. We're going to see a drastic issue as far as storage is concerned. A lot of guys looking at putting corn in bags out in the fields waiting to put store, you know, the soybeans in storage. Soybeans are not a market that we traditionally store up here in the northern plains because it's easier to haul the beans in at harvest, let them go through the export market. Usually that, you know, once we get to October to the January is our best marketing time frame. But now because of lack of exports and crush plants only needing to be spoon fed soybeans, it's going to cause a little bit longer time frame needed to market soybeans. https://www.youtube.com/watch?v=I2yCmLH8s3w .
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Poultry: broilers (Brazil/global)
- Critical first week: target ~5.5× initial chick weight by day 7. Monitor temperature, water/feeder height, feed availability and litter cleanliness; minimize noise and crowding. Climatized, phone‑controlled houses reduce labor needs and improve consistency on 86–90k‑bird sites 20 A primeira semana de vida do pintinho, como diz os granjeiros antigos, você trabalha muito na primeira semana para trabalhar pouco nas últimas. Então a primeira semana é essencial. Você não pode nem pensar em falar, tá frio, vou ficar na minha casa. E não vou lá não. Não, jamais. Porque você trabalha com horas. O pintinho tem que desenvolver 5.5 vezes o peso de início na primeira semana. Então se ele não atingir esse peso, você não vai ter um peso ideal lá na frente. Então você trabalha por horas. https://www.youtube.com/watch?v=AdVEsjHcAYs 19 No dia-a-dia, vamos supor o exemplo que chegou os pintinhos ontem, mais clássico. O primeiro passo é a gente acompanhar, porque ele é um bebê. Ele é um bebezinho, você tem que acompanhar a temperatura, acompanhar a altura de água, altura de comida, se ele vai alcançar a disponibilidade de comida no papel, se ele vai estar comendo, se não pode estar sujo o papel para ele não picar as próprias fezes dele. Vendo se ele não está montando porque ele assusta com barulho, até pouco andar devagarzinho, fazer menos barulho no aviário. É um trabalho ali mesmo de observação. Observação. Toda essa evolução do pintinho. https://www.youtube.com/watch?v=AdVEsjHcAYs 21 Aqui na Grândia são dois aviários com capacidade de alojamento de 43 a 45 mil aves cada aviário, totalizando aí 90, 86 a 90 mil aves no núcleo. Os aviários são alojados frango de corte. que são abas pesadas. Em relação à estrutura, é uma estrutura totalmente climatizada, controlada por um controlador que está integrado, tanto mexendo no painel quanto com o próprio celular. Isso é uma coisa muito importante e muito atual hoje em dia. https://www.youtube.com/watch?v=AdVEsjHcAYs 68 E hoje, com a evolução da atividade, com a tecnologia, você precisa de menos mão de obra. Menos mão de obra, que é o mais difícil no campo. Você ter mão de obra. https://www.youtube.com/watch?v=AdVEsjHcAYs .
- Fire safety: ensure robust electrical inspection/response protocols; a litter‑ignition incident was contained only by immediate action 67 Aqui teve um episódio, uma vez deu um problema, deu um curto e caiu na palha, onde estavam os pintinhos, e eu estava num aviário, na hora que eu saí pra fora eu senti um cheiro de palha de amendoim, cheira longe, mas cheiro diferente. Entrei no aviário e já estava uma rodinha de uns dois, três metros. Queimando já, com fogo já de uns dois palmos de altura. Queimou uns comedores e tudo, aí eu fui e apaguei. Mas, quer dizer, se eu estivesse aqui na minha casa, achando que estava tudo tranquilo, poderia ter queimado o barracão inteiro. https://www.youtube.com/watch?v=AdVEsjHcAYs .
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Turkeys (China)
- Don’t feed broiler rations to turkeys. From 3–6 months, growth requires higher protein and adequate Ca/P for skeletal development; practitioners upgraded broiler feed by adding calcium (e.g., shell meal), dicalcium phosphate (~+1.5%), and ~+6% protein meal, and used garlic periodically to support gut health and intake; results showed improved growth and reduced fighting after management changes 9 火鸡缠肉率高生长速度快普通肉鸡饲料中的蛋白质微量元素及矿物质等营养成分并不能完全满足火鸡生长的需要尤其在火鸡的育成阶段也就是3到6月龄由于火鸡体型较大骨骼的生长需要大量的钙和磷而肉鸡饲料中的钙磷含量远远不能满足火鸡生长的需要用肉鸡饲料饲喂火鸡势必会影响火鸡的长势这也是造成火鸡长势慢的主要原因火鸡长势慢除了跟饲喂普通的肉鸡饲料有关那还有其他原因吗就在专家调查的过程中火鸡群里的一些异动引起了大伙的注意那边. https://www.youtube.com/watch?v=G0x0-PSuaPw 8 通過參觀李穗陽不僅大開了眼界也認識到了火雞的確不能當成家雞養為了儘快幫助李穗陽解決目前的難題專家決定再次到他的養殖場進行改造改造的第一個任務就是利用李穗陽現有的肉雞飼料再增加一些營養成分配置成適合火雞生長的飼料這是貝殼肥補充鈣增加百分之. 這磷酸鈣要不磷還要不鈣給它再增加1.5%現在再加6%豆花因為你肉籽飼料的蛋白質達不到現在國際的需求這下營養肯定是夠了這下營養快夠了. 为了减少火鸡打架改造的第二个任务就是在圈舍里悬挂草靶和红布条利用美食和色彩的诱惑分散火鸡的注意力中间. https://www.youtube.com/watch?v=G0x0-PSuaPw 7 定期都要餵大蒜餵大蒜有什麼好處它可以殺菌消炎有利於腸道疾病的防止它腸道好了吸收能力都高吸收能力高火. 雞長得就快了個頭就. https://www.youtube.com/watch?v=G0x0-PSuaPw .
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Grain‑bin safety (U.S.)
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“Keep safety top of mind and never go in a grain bin alone.” 81 A good reminder to remember, keep safety top of mind and never go in the grain bin alone. https://www.youtube.com/watch?v=aSNEDsE0UZI
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Biologicals (application essentials)
- Target the pest location (e.g., apply under leaves for whitefly). Maintain RH >60% and avoid midday UV, which kills many fungal/ bacterial agents; use airflow/turbulence to deposit on leaf undersides when required 58 Acho que é justamente isso, doutor, é entender Por que eu estou colocando aquele micro-organismo ali? Eu tenho que atingir o meu alvo também. Se o meu alvo está nas raízes, preciso fazer essa aplicação direcionada para as raízes das plantas. Por exemplo, para controlar a mosca branca, se ela está na folha, na parte de baixo da folha, eu preciso aplicar direcionada na parte de baixo da folha. Senão eu não vou ter eficiência nenhuma. https://www.youtube.com/watch?v=YCnT-Uike3U 17 Por exemplo, você aceitou o caso da mosca branca. Eu tenho que fazer um turbilhonamento para poder ir as gotas para baixo e isso também tem relação com as condições climáticas. Nunca a gente deve pulverizar por exemplo com umidade relativa abaixo de 60%. https://www.youtube.com/watch?v=YCnT-Uike3U 16 Eu acho interessante isso doutor porque rodando alguns produtores aí nas últimas semanas eu ouvi o seguinte, eu utilizo um produto a base de fungo entomopatogênico que o senhor conhece muito bem e eu aplico ele no meio do dia. porque foi um isolado aqui da região, mas a gente sabe que os organismos eles têm uma preferência também, né? Geralmente é uma umidade mais alta e uma temperatura mais baixa, tá certo? Sim. O caso de fungo, por exemplo, que você citou, ele é muito sensível à luz ultravioleta. As bactérias também. Os fungos sentem isso muito fácil. Então, às vezes, nem é um problema da temperatura ou da umidade, mas da própria incidência de raio ultravioleta. https://www.youtube.com/watch?v=YCnT-Uike3U 57 Por exemplo, você aceitou o caso da mosca branca. Eu tenho que fazer um turbilhonamento para poder ir as gotas para baixo e isso também tem relação com as condições climáticas. https://www.youtube.com/watch?v=YCnT-Uike3U .
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Soil compaction benchmarking
- Use a field penetrometer; sustained resistance under ~200 psi indicates favorable rooting and trafficability targets 66 This measures in pounds per square inch, how much force it takes to poke down into your soil. And that mimics what a root is feeling. So a lot of things can influence that. Your soil texture can influence that. Soil moisture can influence that as well. But what we're Looking for is your soil to be as mellow as possible. That's what's going to help you and your cash crop the very best. So this just measures in psi, so anything under 200 psi is fantastic. That's exactly what you're looking for. https://www.youtube.com/watch?v=DNWd2wQlGQQ .
Input Markets
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Biofuels & vegoil demand (U.S.) — biodiesel/renewable diesel imports plunged (biodiesel −94% y/y to ~2,000 bpd; renewable diesel −85% to ~5,000 bpd) after 45Z changes that restrict credits to domestically produced fuels; historically, credits are bid into feedstock prices, and policy‑driven shifts have already impacted soybean oil volatility 87 A shift in US tax credit policy has caused the US biodiesel and renewable diesel imports to plunge. During the first half of this year, biodiesel imports averaged just 2,000 barrels per day, down 94% from the same period in 2024, renewable diesel imports fell 85% to 5,000 barrels per day. Both declines mark marked the lowest lowest first half import levels since 2012. https://www.youtube.com/watch?v=_Qdn5jTZsAU 86 Previously, both imported and domestic biofuels qualified for a $1 per gallon blender's tax credit. However, the Inflation Reduction act replaced the blender's tax credit with the new 45Z tax credit, which only applies to domestically produced biofuels. https://www.youtube.com/watch?v=_Qdn5jTZsAU 80 But the important point is that historically when those tax credits are awarded either to the blender or the producer, they bid most of that into their feedstock prices. https://www.youtube.com/watch?v=n_wBb26A95s 85 We already saw the price effect in soybean oil. You know that was something that happened. The tremendous amount of volatility going all the way back to what was it, mid June, roughly where we saw that initial run and then that big gap higher. But this is the policy that we need is incentivizing using US Grown product and not product that's imported from other countries. https://www.youtube.com/watch?v=_Qdn5jTZsAU .
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Energy — petroleum prices eased on U.S. inventory builds and supply expectations, supporting potential relief in farm fuel costs 1 Os preços do petróleo encerraram o pregão desta quinta-feira em queda após notícias de um aumento nos estoques dos Estados Unidos. Os contratos futuros do tipo Brent caíram para o menor valor desde 20 de agosto. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Equipment — producers continue to face high machinery costs; examples cited include X9 combines and other large equipment roughly doubling since 2020, with 150‑hp tractors reaching ~US$250k 99 Since 2020 the price of an X9 combine has doubled. Hay balers have almost doubled. Forage Harvesters have doubled. 150 hp tractors are over 250,000 and Deere has kept rolling in money. Net income. 2020: $2.75 billion 2021: $5.96 billion 2022: $7.13 billion 2023: $10.15 billion 2024: $7.11 billionhttps://www.reddit.com/r/Agriculture/comments/1n96kss/comment/nckqo1d/ .
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Fertilizer & machinery costs under tariffs (U.S.) — industry reports linked tariff policy to higher fertilizer and machinery prices, squeezing farm margins 98 ‘The teeth of the tariffs’ take a bite out of ag, as fertiliser & machinery prices risehttps://www.reddit.com/r/Agriculture/comments/1n9p9x9/ 97 ‘The teeth of the tariffs’ take a bite out of ag, as fertiliser & machinery prices risehttps://www.reddit.com/r/Agriculture/comments/1n9p9x9/ .
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Bio‑fertilizers/biostimulants — commercial offerings (e.g., seaweed/lithothamnion blends; balanced macro‑/micronutrient formulations) are promoted for root vigor and metabolic support; confirm registration and provenance when purchasing, and follow label conditions ( 2 Cultive mais com o Nobre Alga Mais da Fecoagro. Um fertilizante completo que contém alga marinha, litotâneo. Tecnologia que promove ativação biológica do solo e estimula o enraizamento das plantas. O resultado? Mais produtividade para a sua lavoura, mais renda para o seu negócio e mais sustentabilidade para o planeta. Invista na adubação de base da sua cultura com o Nobre Alga Mais e o retorno será em produtividade. Disponível nas cooperativas filiadas à Fecoagro. https://www.youtube.com/watch?v=Wk66iHpCF1o 15 É muito importante a gente conhecer a praga ou a doença ou o que você interessa no sentido de nutrição da planta. Saber de onde está adquirindo esses bioinsumos se for um produto comercial que esteja registrado pelo Ministério da Agricultura. https://www.youtube.com/watch?v=YCnT-Uike3U ).
Forward Outlook
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U.S. harvest logistics & risk — expect periodic frost threats across the northern Plains and continued Eastern Corn Belt dryness through late September; anticipate light‑loading on the Lower Mississippi if Ohio River contributions remain weak, adding freight costs and timing risk 49 It's been historically cold. In fact we've really flipped a script here from the usually September very warm and now we're some of the coldest temperatures we've ever seen in September for some areas here. And you know we take a look at even this morning the areas I have highlighted in blue. That's where some localized instances of some frosts were noted. That's very unusual even into the northern Plains this time of the year. https://www.youtube.com/watch?v=ANTtTcs1JEA 47 So now we're kind of getting into mid September here. Unfortunately, you can see that doesn't bring a whole lot of relief into the eastern act belt. Does that mean if you're in the browns, that you're dealing with zero rain chances? Well, it's probably not zero. There probably can't be some pesky rain there. But as far as anything above normal, likely not going to happen. And that's why I thought those. The. The drought monitor could even deteriorate a little bit there. You can notice on the left hand side that the temperature is there. https://www.youtube.com/watch?v=ANTtTcs1JEA 70 Low flows there are often translated into reduced water levels downstream, demonstrating the principle that you are only as strong as your weakest link in river transportation. https://www.youtube.com/watch?v=9IUi8QO8Dmw .
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USDA reports — September crop readings may not meaningfully pull headline corn yield off August levels given limited mature samples; later reports will integrate more ear weight and harvest data 31 No, actually I don't. And the reason is, is that I don't anticipate there's going to be enough of the crop that is mature enough for them to actually harvest to get those types of samples. And so what they're instead going to do is they're going to rely on ears per acre in making their decision as well as, you know, some of the satellite imagery data, the NDVI numbers and of course the, the farmer survey. And I think that might be enough to get us to come down a little bit, but I really don't think we're going to come down very much. https://www.youtube.com/watch?v=8hHFH5yJuio .
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Soy demand — absence of early‑season Chinese buys keeps U.S. basis weak, particularly in the Northern Plains/PNW corridor; ANEC sees strong September Brazil shipments, maintaining export competition near term 42 That's not happening. So you're going to have facilities in those areas that, that not only have poor basis, but some of them are just going to go no bid, because they've got nowhere to go with soybeans. https://www.youtube.com/watch?v=KZWahRRvsYw 55 Em setembro, a ANEC projeta que os embarques de soja totalizem 6,75 milhões de toneladas. O volume representa um crescimento de 30,8% na comparação com o mesmo período de 2024. Para o milho, a associação estima que sejam embarcadas 6,37 milhões de toneladas. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Biofuels policy timeline (U.S.) — EPA is expected to finalize 2026–2028 RVOs by Oct 31; the proposal expands biomass‑based diesel volumes by ~67% from 2025 levels. Treasury guidance for 45Z (with a North America feedstock ring‑fence and removal of ILUC penalty) would unlock stalled crush/renewable diesel investments 37 Censky says they also need finalized RVO levels from EPA, which are expected by October 31st. We can finalize the volumes that have been proposed by the EPA and they propose to expand biomass based diesel volumes by 67% from 2025 levels. So really historic announcements about the volumes that really give potential here for the for the biomass based diesel industry. https://www.youtube.com/watch?v=n_wBb26A95s 34 And so I think we're still on track to maybe expand production by about 25%. But what about that other 5%? And I think those projects that are on hold, if we can finalize the volumes that have been proposed by the EPA and they propose to expand biomass based diesel volumes by 67% from 2025 levels. So really historic announcements about the volumes that really give potential here for the, for the biomass based diesel industry. So we're talking biodiesel and renewable diesel. I think you could see that 5% come back onto the boards and could see that construction take place. But right now, until those are finalized, I don't think we're going to see that. https://www.youtube.com/watch?v=9Tu-QHoq-8w 33 And then number two, we removed the indirect land use change penalty. And this gets a little bit wonky, but basically it has been an arbitrary calculation made to say that if we produce or use more biofuels in this country, that incentivizes production around the world. And that was a penalty against our domestic producers. We're charged that indirect land use change penalty, but foreign producers and foreign fuels were not. And so we were successful in eliminating that. And that had the effect of basically doubling the value of the tax credit value for either biodiesel or renewable diesel made from soybean oil. https://www.youtube.com/watch?v=9Tu-QHoq-8w .
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Brazil planting & weather — in Mato Grosso and adjacent Center‑West, consider delaying soybean planting until late September–early October to leverage the onset of 100–200 mm rains and avoid high soil temperatures; earlier (11–20 Sept) showers are expected to be light/spotty 3 Pois é, tem que esperar um pouco porque vai encontrar um solo seco com temperatura elevada. A gente vê aqui o mapa de umidade do solo abaixo de 20%, principalmente na região centro-oeste. Nos próximos cinco dias a gente não tem chuva. A coisa só começa a mudar lá pelo dia 11 a 15 de setembro, onde as primeiras pancadas de chuva já chegam no oeste de Mato Grosso do Sul, Mato Grosso e Rondônia, principalmente lá na região de Juína. Então, esse pessoal aqui já pode pensar em começar a semear a partir de domingo. E quando a gente olha de 16 a 20 de setembro, as chuvas até se mantém no oeste de Mato Grosso, avançam para regiões centrais, mas lembrando que não é chuva volumosa. Para a gente ter uma ideia melhor do estado de Mato Grosso, vamos olhar para um importante município produtor, o principal, Sorriso, onde Tem um pouquinho de chuva lá pelo dia 17 e 18, mas é uma chuva que mal somou 10 milímetros, porque a chuva só vai ganhar ritmo na região na virada do mês, pegando aí a última semana de setembro, começo de outubro. E a atenção fica, porque até começar a primavera, as máximas aí vão ficar oscilando perto dos 40 graus e a temperatura do solo vai lá pra cima. E aí por que que é importante? Olhando pra outubro, a máxima já vai caindo, ficando pra 32, 34, porque também aí sim, chuvas de 100, 150, 200 milímetros já começam a ocorrer na região. Então, a gente sabe que o produtor sempre quer se antecipar, mas segura um pouquinho, espera começar a primavera, porque a chuva vai vir num bom volume pros nossos amigos de Mato Grosso. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Trade frameworks — EU–Mercosur approval steps continue (signature targeted by year‑end); Japanese commitments add near‑term U.S. export potential. Monitor U.S.–China negotiations, as retaliatory tariffs and purchasing directives continue to reshape soybean flows 25 Segundo o presidente da Apex Brasil, a expectativa é que o texto pode ser assinado até o fim deste ano. https://www.youtube.com/watch?v=BFHK6PVM02I 91 So President Trump on Thursday finalized a trade agreement with Japan. The the deal includes a 15% tariff on Japanese imports and a pledge from Tokyo to establish a $550 billion US investment fund. The agreement, first reached in July, had been delayed as Washington and Tokyo negotiated final terms. As part of the deal, Japan committed to purchasing an additional $8 billion in U.S. agricultural products annually, including corn and soybeans. During Japan's 2425 marketing year, corn imports from from the U.S. totaled 512 million bushels. https://www.youtube.com/watch?v=_Qdn5jTZsAU 6 Em meio ao tarifaço dos Estados Unidos, as exportações brasileiras para o país caíram 18,5% em agosto. Segundo o Ministério do Desenvolvimento, Indústria e Comércio, este foi o maior déficit do ano nas transações comerciais bilaterais. Enquanto isso, as vendas para a China, México e Argentina registraram forte alta. As exportações para os Estados Unidos somaram US$ 2,760 bilhões no mês passado, contra US$ 3,390 bilhões no mesmo período do ano passado. Já as importações norte-americanas chegaram a US$ 3,990 bilhões, gerando um déficit de US$ 1,230 bilhão, o maior de 2025. Entre os produtos mais afetados estão café, aeronaves, açúcares e derivados de petróleo. No acumulado do ano, o prejuízo das transações comerciais com os Estados Unidos atinge US$ 3,4 bilhões, alta de 370% frente a 2024. https://www.youtube.com/watch?v=Wk66iHpCF1o .
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Protein markets — Brazil’s beef exports remain on record pace despite U.S. tariffs, with China absorbing more product; U.S. cattle prices have corrected from contract highs and may see seasonal supply increases into Sept/Oct 22 Mesmo com o tarifaço dos Estados Unidos já em vigor, as exportações brasileiras de carne bovine encerraram agosto em ritmo positivo, com mais de 268 mil toneladas embarcadas. O número representa um novo recorde para o período. https://www.youtube.com/watch?v=too23Ui3TJE 88 On the cattle side of the balance sheet after hitting an all time record contract high in October live cattle at 242.07. We've seen some corrections since then and now appear to be trending sideways in October live cattle. So time will tell here. https://www.youtube.com/watch?v=9IUi8QO8Dmw .



Global Ag Intelligence: Trade Shocks, Weather Timing, and Profitable Practice Updates
1) Market Movers
- Coffee (Brazil–US/EU): A 50% US tariff on Brazilian coffee cut Brazil’s shipments to the US by 47% during Aug 1–25, driving heightened price volatility; New York coffee futures fell nearly 3% on the week even as Brazil’s 2025 crop is estimated at 55.2 million bags (+1.8% vs 2024), pointing to a complex mix of policy and supply drivers 57 O café é o mais impactado pelo tarifácio de Donald Trump que impôs alíquota de 50% contra as exportações brasileiras para os Estados Unidos. https://www.youtube.com/watch?v=hG1qWFh3lCw 55 De acordo com o Conselho dos Exportadores de Café, as exportações do produto para os americanos em agosto caíram pela metade. https://www.youtube.com/watch?v=hG1qWFh3lCw 78 Em uma semana, as perdas somam quase 3%. https://www.youtube.com/watch?v=hUkQm0mnYrA 38 A Conab atualizou para 55,2 milhões de sacas beneficiadas a estimativa para a produção de café na safra 2025, de acordo com o levantamento divulgado nesta quinta-feira. Apesar deste ano ser considerado de baixa bienalidade, o volume projetado supera em 1,8% o resultado obtido em 2024. O desempenho é influenciado pela recuperação na produtividade das lavouras. Até o fim de agosto, 96% da área do café já havia sido colhida. https://www.youtube.com/watch?v=2syAZGnCATk . Analysts expect arabica to stay tight (and prices firm) until new crop entries from Vietnam (Nov) and Colombia (Dec) arrive; the balance may still favor higher pricing into the next main harvest 77 No entanto, os cálculos matemáticos estão mostrando que deve faltar café até o final da próxima encolheita. Então, mesmo que o Vietnã entre aí, que vai começar a colheita dele agora em novembro, e Colômbia já em dezembro, mesmo que eles entrem aí com umas safras boas ou muito boas, não serão suficientes para cobrir esse dano que o Brasil teve, principalmente no café arábico. Então, as expectativas, na maioria dos analistas, são sim, de que teremos preços aí, altos, até a próxima entrada da próxima safra. https://www.youtube.com/watch?v=hUkQm0mnYrA .
- US grains (US): December corn hovered near $4.17–4.19/bu; November soybeans ~$10.28–10.33/bu; Chicago wheat ~$5.17/bu as trade weighs harvest pressure, China’s absence from US soybean purchasing, and late-season disease/weather trimming US yield risk. USDA good/excellent ratings slipped (corn -2 pts, soy -4 pts), and the September WASDE (next week) is the next data catalyst 94 December corn futures down three quarters of a cent at 4/17 and a quarter. https://www.youtube.com/watch?v=sG8HcXTJBm0 93 November soybeans down three and a half at 1028. https://www.youtube.com/watch?v=sG8HcXTJBm0 92 December Chicago wheat down 5 at 5 17. https://www.youtube.com/watch?v=sG8HcXTJBm0 89 The December 25th corn contract fell 5 cents to settle at 4:18 per bushel, pulling back from a six week high that was fueled by yield concerns tied to dryness and crop disease. The Nov. 25 soybean contract dropped nearly 10 cents to close near 1032 per bushel, reversing recent support from optimism over U.S. china trade talks. Sentiment has since weakened as tensions persist and China remains absent from the new crop market. Losses in both markets came despite the USDA reporting a decline in good to excellent crop conditions with corn rated 2% lower and soybeans down 4%. https://www.youtube.com/watch?v=sG8HcXTJBm0 86 And you got the WASDE report next Friday where we get the objective yield data versus the survey based and the NDVI imagery based data that we see in August. So going to be interesting to see what gets printed next Friday. https://www.youtube.com/watch?v=7aR5LvU9csM . Positioning and logistics matter: US export terminals are reportedly fully booked until October and merchants are short; a short squeeze is possible but can unwind quickly if selling resumes 98 Hearing that US export terminals are fully booked until October. —> Merchants are short Everyone expects giant harvest selling, but everyone also expected a big pre-harvest selling from cleaning out bins to create space for the new crop, which didn’t really happen.https://x.com/FabianWierczoch/status/1963568549487591525 97 Farmers are not selling at these prices. The short squeeze could go further. Don’t forget selling though at some point, as short squeezes also quickly fall apart again.https://x.com/FabianWierczoch/status/1963568549487591525 .
- Beef (Brazil): August beef exports reached 268,000 t (+23.5% y/y), helping keep domestic prices supported (São Paulo: ~R$310–315/arroba; MS heifers >R$300/arroba). Slaughter scales in São Paulo tightened recently, suggesting firmer origination ahead if female supply moderates 37 E há pouco saíram realmente os dados da exportação de carne bovina in natura, mostrando que em agosto foram 268 mil toneladas embarcadas pelo Brasil, uma alta de 23,5% na comparação com o mesmo mês do ano passado. https://www.youtube.com/watch?v=2syAZGnCATk 36 O mercado do Boiotec tá relativamente lateralizado, os preços seguem mais ou menos ali na faixa dos R$310, R$315. https://www.youtube.com/watch?v=2syAZGnCATk 35 Então hoje já estamos falando em preço de novilha no Mato Grosso do Sul, por exemplo, acima dos R$300 por arroba, já é uma indicação interessante, está um pouco ligado ao mercado externo, é um animal jovem, é um animal bem acabado que acaba tendendo um pouco do padrão China também. https://www.youtube.com/watch?v=2syAZGnCATk 34 Olá amigos do canal Rural, quem fala aqui é Guilherme Anca, analista de mercado da Datagro, trazendo aí mais uma atualização do mercado pecuário pra vocês. Tivemos aí desde o início da semana algumas movimentações interessantes. O mercado do Boiotec tá relativamente lateralizado, os preços seguem mais ou menos ali na faixa dos R$310, R$315. mais ou menos ali no Mercado Balcão de São Paulo, na Praça Base, por aqui. A gente tem início de mês, sempre importante, porque entra o pagamento de salário, as pessoas fazem a compra de supermercado, acabam abastecendo bastante ali do que a gente vê como incentivo para o original animal terminado. E apesar de a gente ver o mercado do boi com os preços um pouco mais lateralizados, estão subindo, mas talvez com um ritmo um pouco reduzido frente àquele que a gente viu algumas semanas atrás, o mercado de fêmeas está esquentando e esquentando relativamente rápido. Então hoje já estamos falando em preço de novilha no Mato Grosso do Sul, por exemplo, acima dos R$300 por arroba, já é uma indicação interessante, está um pouco ligado ao mercado externo, é um animal jovem, é um animal bem acabado que acaba tendendo um pouco do padrão China também. E, obviamente, acho que é uma grande expectativa que a gente tem para a divulgação hoje, um pouquinho mais tarde, agora a partir das três horas, eu estou gravando o vídeo aqui um pouquinho depois das doze e meia, a gente vai ter logo mais a confirmação muito, muito, muito provável de um novo recorde para as exportações brasileiras de carne bovina para o mês de agosto. Então, colocando um pouco mais de lenha na nossa fogueira do boi gordo, Obviamente o mercado segue tão bem ofertado quanto bem demandado, mas tem algumas oscilações interessantes de escalas de abates aparecendo por aí. A escala São Paulo para Sabaza, por exemplo, ontem fechou no seu menor patamar em mais ou menos umas duas, três semanas. Pode ser uma indicação de que a menor participação de fêmeas começa a colocar um pouco mais de pressão na ponta originadora de animais terminados por abate. Muito obrigado a todos, essa foi a mensagem da Datagra para o Mercado do Boi e nos vemos na semana que vem. https://www.youtube.com/watch?v=2syAZGnCATk .
- Energy & biofuels (EU/Brazil): Energy costs eased as crude fell >2% on OPEC+ supply speculation; WTI hovered near $64/bbl (implications for on-farm diesel/freight costs). In renewables, Shell canceled a major Rotterdam SAF/renewable diesel project on commercial grounds, even as Brazil’s corn ethanol build-out continues—Amaggi/Empasa announced a R$2.5b, 900 million L/yr plant in Rondonópolis (jobs, feed, and energy co-products) 3 O petróleo foi o principal destaque, com queda superior a 2% após especulações de que a OPEP+, poderá aumentar a produção. https://www.youtube.com/watch?v=-bKO2m4QD4s 111 I ditched meme-stock options and plugged into CL options (crude oil futures) last week. WTI is hanging near $64/bbl - and trust me, this is the breakfast of champions.https://www.reddit.com/r/Commodities/comments/1n8vr7j/ 91 Shell is ditching a biofuels project in the Netherlands amid a market downturn. The company will not restart restart construction of its planned Rotterdam biofuels facility due to a prolonged global slump in the market. The project began back in 2022 and was slated to produce 820,000 metric tons of sustainable aviation fuel and renewable diesel annually from waste. A commercial and technical review revealed that the project would not be competitive enough to deliver affordable low carbon products. Shell had already taken a $780 million hit when it put the project on hold in July of last year. https://www.youtube.com/watch?v=sG8HcXTJBm0 76 Em Rondonópolis, a Amagi e a Empasa vão construir uma usina de etanol com aporte de R$ 2,5 bilhões. https://www.youtube.com/watch?v=8H3nIyXLeF8 75 A planta vai produzir 900 milhões de litros por ano, além de ração e energia, movimentando logística, pecuária, comércio, garantindo mais receita para a cidade, estimada em 60 milhões de reais por ano. https://www.youtube.com/watch?v=8H3nIyXLeF8 .
- Oilseeds & meals (Brazil/Philippines): Brazil soy exports are projected at 6.7 Mt in September (+30% y/y), while corn exports may total 6.3 Mt (down y/y and vs Aug). USDA reported a 185,000 t sale of soybean cake/meal to the Philippines (current MY), underscoring steady regional meal demand 40 A Associação Nacional dos Exportadores de Cereais projeta que as vendas externas de soja do Brasil deverão somar 6,7 milhões de toneladas em setembro, avanço de mais de 30% na comparação com o mesmo período de 2024. https://www.youtube.com/watch?v=2syAZGnCATk 39 Já para o milho, as vendas externas em setembro devem totalizar 6,3 milhões de toneladas. É uma queda no comparativo anual e também em relação a gosto. https://www.youtube.com/watch?v=2syAZGnCATk 88 USDA USDA Reported a flash Sale of Soybean Cake and meal yesterday US exporters sold 185,000 metric tons of soybean cake and meal to the Philippines for delivery during the current marketing year. A total of 455,000 metric tons of soybean cake and meal has been booked through three flash flash sales for delivery during the current marketing year. https://www.youtube.com/watch?v=sG8HcXTJBm0 .
- FX (Brazil): The dollar index fell ~0.26% and USD/BRL eased 0.40% to ~5.45; however, domestic political caution and monthly capital outflows limited real appreciation—watch FX for near‑term export revenue/basis effects 6 No dólar, o DEXY caiu 0,26%, com destaque para a valorização do euro e da libra frente à moeda americana, e o iene também ganhou força. https://www.youtube.com/watch?v=-bKO2m4QD4s 5 No câmbio, o dólar recuou 0,40%, cotado nos R$ 5,45, acompanhando o enfraquecimento global da moeda americana após os dados do mercado de trabalho nos Estados Unidos. https://www.youtube.com/watch?v=-bKO2m4QD4s 4 Ainda assim, o real não mostrou apreciação mais intensa, em parte pela cautela política e pela saída de fluxo financeiro do mês. https://www.youtube.com/watch?v=-bKO2m4QD4s .
2) Innovation Spotlight (field‑proven practices and returns)
- AI in poultry/swine barns (Brazil): Farms using AI with sensor and camera data (temperature, humidity, air quality, water/feed intake; behavior/health; genetics; weather/market inputs) report lower mortality, reduced labor/inputs, optimized diets/consumption, and faster, data‑backed decisions. Benefits include real‑time monitoring, anticipatory management across the chain, and lower environmental footprint via precise rationing and resource use 29 Na prática, usar a inteligência artificial na suricultura e na avicultura significa aplicar algoritmos que são programas e sistemas que são software que aprendem com informações para otimizar processos, prever eventos e até auxiliar na tomada das decisões. https://www.youtube.com/watch?v=19vI1gJqHLE 28 Eles incluem informações que são coletadas por sensores instalados nas granjas, tipo temperatura, umidade, qualidade do ar, consumo de ração e água. https://www.youtube.com/watch?v=19vI1gJqHLE 27 Pode vir de câmeras que monitoram e vigiam o comportamento e a saúde dos animais. https://www.youtube.com/watch?v=19vI1gJqHLE 26 Essa junção e análise desses dados muitas vezes acontece em tempo real, E tudo isso é muito importante para o funcionamento eficiente da tal da inteligência artificial. https://www.youtube.com/watch?v=19vI1gJqHLE 25 Na parte da rentabilidade, a inteligência artificial contribui quando ela aumenta a eficiência da produção quando ela reduz perdas, quando ela otimiza o manejo e a saúde dos animais e também permite uma tomada de decisão mais estratégica, resultando de uma forma direta numa maior lucratividade para os produtores rurais. https://www.youtube.com/watch?v=19vI1gJqHLE 24 Os benefícios mais visíveis, já percebidos pelos produtores que estão adotando, incluem a melhoria da produtividade e da eficiência da operação, a redução de custos, tanto com insumos quanto com mão de obra, a diminuição da mortalidade das perdas por doenças, a otimização, a melhoria do bem-estar animal, a capacidade de tomar decisões mais rápidas e embasadas em dados, ou seja, melhores decisões. https://www.youtube.com/watch?v=19vI1gJqHLE 22 A inteligência artificial também oferece um maior controle e visibilidade sobre toda a cadeia produtiva, permitindo uma gestão muito mais antecipada e muito menos reativa. https://www.youtube.com/watch?v=19vI1gJqHLE .
- Long‑window plant health product (multi‑crop): Field observations of a foliar product (Pinion™) indicate extended control windows with fewer applications versus some biocontrols/conventionals, driven by altered leaf-surface redox, beneficial shifts in the phyllosphere microbiome, and activation of plant immune pathways (multiple genes). Reported outcomes include reduced spray passes (input savings) and stronger, more resilient plants—key in high‑pressure seasons 84 When pinyon is sprayed on the leaf surface, it immediately changes both the leaf surface environment and as I understand it, also the internal leaf environment. https://www.youtube.com/watch?v=Nf8ZyDfLalw 83 It already changes the dynamics and the relationships between the potential pathogens and other microorganisms in the microbiome on the phyloplane that could have a suppressive effect. There is an immediate environment shift. If you're familiar with Olivier Husson's work and the paper that I collaborated on, EH&PH homeostasis and the impact that that has on disease expression. This is a very fundamental piece. By changing the environment, we change how these various organisms can express themselves and how virulent they can be. https://www.youtube.com/watch?v=Nf8ZyDfLalw 82 The second macro action is that pinyin changes the microbiome. It changes the composition and the presence of and the, I don't want to use the word the aggressiveness of, but the strength of the various microbial communities. And so your microbiome becomes a lot more diverse. And you get. Pinyin doesn't contain any, doesn't directly contain any of these bacteria that are called phytosanitary bacteria. There's a couple dozen species that fit into this category. It doesn't contain any of those microbes directly, but it stimulates the presence of those microbes in a quite a significant way, as I understand it. https://www.youtube.com/watch?v=Nf8ZyDfLalw 81 The third major effect of pinyin is that based on plant expression it appears that we are turning on a number of different immune pathway genes and that we have very strong genetic expression of plant immunity in a number of different pathways. So we are still collecting and developing further data to validate the scope of what is happening here. But there is definitely, it would appear to be a combination of genetic activation plus the microbiome changes that are contributing to this long term effect, where we are seeing a single application have long term continued effects and changing that plant's microbiome and changing that plant's expression for the rest of the season. https://www.youtube.com/watch?v=Nf8ZyDfLalw 80 So pinyon, when, when you compare pinyon with other bio controls, bio fungicides or even just a conventional fungicide application, the, the reduction, if this pattern continues to hold true that we've been observing for the last two years. This will also contribute to significant reduction in input costs because fewer applications are going to be needed. https://www.youtube.com/watch?v=Nf8ZyDfLalw 79 And the interesting aspect in all of this, of course, if you think about what I just said of enhancing the microbiome and having this long term plant immune response, that also translates to having a plant that is a lot more robust, having a plant that is a lot healthier. And so there are a cascade of indirect effects that contribute to increasing yield above and beyond just simply controlling the pest and controlling the fungal disease. https://www.youtube.com/watch?v=Nf8ZyDfLalw .
- No‑till seed systems (US—Idaho): A Snake River Basin farm transitioned to no‑till/biologicals and cut N rates to ~50% of “industry” norms while keeping yields flat initially, then gradually rising over years. In brassica seed, lots produced in no‑till (7‑inch drill spacing; thicker seeding; minimal herbicide; on‑farm cleaning) sustained high germ (one lot ~95% after ~4 years) and higher box weights versus conventional lots—an economic edge when seed quality drives value 9 I try not to spray. And so we are able to really cut back and then on our nitrogen we will put some nitrogen on it, but we follow your nitrogen recipe and so we are able to use about half of what the industry says to use and we seem to have really, really healthy seed. Taking this approach, what, what does your seed productivity per acre look like in terms of pounds per acre yield per acre of actual, of actual pounds as compared to the historical trend? https://www.youtube.com/watch?v=txfNagHAVOA 8 And in no till in general we, everyone said, oh, just plan on a yield reduction. As you get going. We from where our yields were, we flatlined for a couple years. We did not grow, but we didn't fall. And then we've slowly been on an incline on and there's, you know, some random years with other issues like on corn might have a little bit of a lag, but you can always like tie it back to a management issue. But we've been able to actually increase our yields through no till almost every year. https://www.youtube.com/watch?v=txfNagHAVOA 13 And I started raising purple top turnip in and I was just, you know, drilling it. So it was in that 7 inch spacing with a no till drill. And everyone told me, you know, you're crazy. https://www.youtube.com/watch?v=txfNagHAVOA 12 The one thing that I have found really interesting with my, like, if you take purple top turnip into perspective, when I took over the seed house from the gentleman, there was three lots of seed that were in that building, a purple top turnip that were under germ that never could. You know, they were like in that 50 to 60% germ range. And they all had been raised in the, you know, conventional way in rows, lots of fertilizer, lots of tillage to keep them clean. And I started raising purple top turnip in and I was just, you know, drilling it. So it was in that 7 inch spacing with a no till drill. And everyone told me, you know, you're crazy. And I'm like, well, I don't do tillage. https://www.youtube.com/watch?v=txfNagHAVOA 11 But the one thing is, is I've in and when it comes to those Brassicas, I've never had a bad germ. And my germ typically gets better as it, as it's sitting there and it doesn't sit real long, but I've actually held a box back and I've tested. It's four years old now and it is maintaining like 95 germ. What creates that? https://www.youtube.com/watch?v=txfNagHAVOA 10 It's not super plump but the box weight is heavier. Where a lot of my standard box size for a Brasca when I'm went for other growers when they come in we'll have around that 2350 pounds or 2400 pounds. This specific lot that I've kept back is closer to 2500 pounds so it's denser. https://www.youtube.com/watch?v=txfNagHAVOA .
- Biogas/biomethane (Brazil—São Paulo): Scaling biogas from poultry/swine residues, sugarcane sub‑products, and municipal organic waste to biomethane (renewable CH4) supports diesel substitution on‑farm/industry use and fertilizer production, embedded in São Paulo’s 2050 net‑zero energy plan—lowering energy OPEX/Scope 1–2 emissions long‑term 60 O biogás ele é um produto do processo da matéria orgânica. Então esse biogás que é produzido, ele tem biometano e algumas impurezas. Depois que é feita a separação desse biometano, então eu tenho um biometano é pronto para entregar o serviço energético que a sociedade produz. E o que é esse biometano? Esse biometano é uma molécula de CH4, que é o metano, uma substância química. Esse metano é idêntico ao metano do gás natural. Qual é a diferença? O biometano é de origem renovável. e o metano do gás natural é de origem fóssil. https://www.youtube.com/watch?v=qu1Az5K26gg 59 Então quando a gente está falando de utilizar biometano, a gente está falando de usar energia renovável, a gente está falando de unir economia circular e transição energética, porque eu tô partindo de resíduos orgânicos, sejam eles da produção de aves, da produção de suínos, do setor sucro energético que produz etanol e açúcar, eu tô falando de utilizar essa matéria orgânica que é subproduto dessas atividades econômicas eu tô também falando de usar resíduos sólido urbano que também é um outro resíduo orgânico para transformar isso e chegar ao biometano que é o nosso energético esse energético ele pode ser utilizado por exemplo para coxão esse energético pode ser usado para substituir o óleo diesel lá na produção rural por esse biometano. https://www.youtube.com/watch?v=qu1Az5K26gg 58 Então a gente fez um plano estadual de energia, com o objetivo de alcançar emissões líquidas de carbono até 2050, que é o horizonte do planejamento. E aí a gente traça estratégias de mitigação. Uma das principais estratégias do estado de São Paulo é o biogás e o biometano. Então esse biogás e esse biometano é um dos meios que a gente considera para reduzir as emissões de gases de efeito estufa. Então, olhando o que o Estado emite hoje, o biometano vem entrar na matriz energética paulista cada vez mais forte para substituir energias não renováveis por energias renováveis e a gente tem uma energia mais limpa e, portanto, menos emissões de gases de efeito estufa. https://www.youtube.com/watch?v=qu1Az5K26gg .
- Traceability as a management tool (Brazil—RS): Rio Grande do Sul launched a bovine/bubaline individual‑ID pilot (50 farms) with a state platform that logs mandatory ID and herd management data—improving sanitary assurance and market access while giving producers actionable records (rollout goal ahead of the 2032 national deadline) 74 O Projeto Piloto vai contar com 50 propriedades, onde nós vamos identificar em algumas propriedades todo o rebanho, em outras os animais de 0 a 12 meses. https://www.youtube.com/watch?v=UFijqLr7ISI 72 Nós estamos tendo uma preocupação de, no nosso sistema oficial da Secretaria de Agricultura, além de ter as informações obrigatórias de identificação individual desses animais, possibilitar que informações de manejo do rebanho possam ser inseridos. Então, o nosso produtor no Rio Grande do Sul, o nosso pecuarista, vai poder contar com a plataforma oficial do Estado como também uma ferramenta de manejo. Acreditamos que esse é o grande diferencial. Secretaria de Agricultura, além da sua prerrogativa de fiscalização de implementação da rastreadibilidade, de obrigação na questão sanitária da fiscalização dos pontos críticos, também vai oferecer uma ferramenta com intuito de fomento, para que o brinco, que o elemento identificador, não seja apenas uma obrigação de rastreadibilidade para o produtor, que possa servir como ferramenta de manejo, e aquele manejo que hoje nós conhecemos em poucas propriedades, possa ser pulverizado e se tornar comum em todas as propriedades do Rio Grande do Sul. https://www.youtube.com/watch?v=UFijqLr7ISI 73 Isso vai nos dar condições de fazer um plano estadual extremamente robusto, extremamente execuível e nós temos convicção que podemos ter um calendário mais curto do que prevê o Plano Nacional. https://www.youtube.com/watch?v=UFijqLr7ISI .
- Biologicals at scale (Brazil): Public‑sector programs report rapid growth from a handful of registered bioinputs a decade ago to a large portfolio today, with widespread use in cane, soy, and horticulture. Reported examples include millions of hectares treated and ≥50% chemical reductions in some cane pests via entomopathogenic fungi and advanced fermentation—key cost/risk offsets when chemical prices or resistance rise 64 As cepas desenvolvidas aqui já são aplicadas em milhões de hectares no Brasil e no exterior, inclusive em culturas como cana, soja e hortaliças. https://www.youtube.com/watch?v=8a1xbIam7ZE 63 Então, nós temos áreas de soja com 5 milhões de hectares. utilizando essas cepas, esse fungo bolvéria baciana. Na cana-de-açúcar, a gente tem 2 milhões de hectares aplicados só com metarriz e anisópole para controle dessa praga, o que fez uma redução de pelo menos 50% da aplicação de produto químico. https://www.youtube.com/watch?v=8a1xbIam7ZE 62 O Instituto é o único da América do Sul que domina a produção desses organismos em biorreatores, uma tecnologia dominada por poucos centros no mundo. A partir de 2015 é que a gente desenvolveu bastante essa área em parceria com a USDA quando nós então conseguimos desenvolver um meio de cultura líquida que possibilita a produção massal desses nematóides e também uma formulação em espuma ferólica que faz parte de um processo de produção de nematóides que a gente chama de processo de produção bifásico, que possibilita atender não somente pequenos produtores, mas também grandes produtores. https://www.youtube.com/watch?v=8a1xbIam7ZE 61 Segundo estudos internacionais, a utilização de bioinsumos cresceu 25% ao ano desde 2015. Isso coloca o Brasil na liderança na produção e utilização de bioinsumos. Para acompanhar o avanço da demanda, o Instituto criou também o Laboratório de Bioprocessos, instalado em um prédio histórico com quase 100 anos. O espaço é voltado para pesquisa, ensino e prestação de serviços em fermentação de micro-organismos, além de atender produtores e empresas interessadas em fabricar seus próprios bio-insumos. O Brasil hoje já exporta produto biológico, o que é uma coisa muito interessante. O Brasil hoje lidera essa questão de produção e uso de bioinsumos no mundo. Mais de 50% dos agricultores hoje no Brasil utilizam bioinsumos, que a gente vem notando a nível mundial. https://www.youtube.com/watch?v=8a1xbIam7ZE .
3) Regional Developments (supply drivers)
- Brazil—Mato Grosso grains & energy: IMEA projects 2025/26 corn output at 51.7 Mt (−~7% y/y) on lower yields (116.6 sc/ha, −>8%) even as area edges up to 7.39 Mha (+~2%). Soybean area is seen at 13 Mha (+1.67%). A new corn‑ethanol plant in Rondonópolis (R$2.5b; 900 million L/yr) adds local demand for corn/feed and logistics jobs—tightening regional basis over time 51 Depois de registrar a maior safra de milho da história, com mais de 55 milhões de toneladas colhidas, Mato Grosso deve reduzir a produção no próximo ciclo. A primeira projeção do IMEA para a safra 2526 aponta a produção de 51,7 milhões de toneladas, uma queda de quase 7% em relação ao ciclo anterior. Na produtividade, a estimativa é de 116,6 sacas por hectare, redução de mais de 8%. O Imeia está agindo correto, sendo conservador, porque esse ano o clima justamente correu muito melhor do que a média, ou seja, nós tivemos uma alta produtividade no nosso estado. Contribuiu para termos uma safra recorde, mas o normal não é que se repita esse mesmo padrão. Teremos uma safra mais ajustada com a realidade da média dos anos anteriores. Na área plantada, a projeção do Imeia é de 7,39 milhões de hectares de milho na safra 25-26, aumento de quase 2% frente à temporada 24-25. https://www.youtube.com/watch?v=YoVyBuVZJew 52 De acordo com o IMEA, a área projetada para a safra de soja 2526 em Mato Grosso é de 13 milhões de hectares, o que representa um crescimento de 1,67% em comparação com a safra anterior. https://www.youtube.com/watch?v=YoVyBuVZJew 76 Em Rondonópolis, a Amagi e a Empasa vão construir uma usina de etanol com aporte de R$ 2,5 bilhões. https://www.youtube.com/watch?v=8H3nIyXLeF8 75 A planta vai produzir 900 milhões de litros por ano, além de ração e energia, movimentando logística, pecuária, comércio, garantindo mais receita para a cidade, estimada em 60 milhões de reais por ano. https://www.youtube.com/watch?v=8H3nIyXLeF8 .
- Brazil—weather timing (Center‑West & Matopiba): Soy sowing in Mato Grosso opens now, but soil moisture is <20% in many areas and 40 °C air temperatures can push surface soils to 45–55 °C, risking germination; earliest consistent planting windows vary—e.g., Juína (~10–15 mm next week) vs central/eastern pockets likely late Sep to Oct; Matopiba more likely mid‑Oct to Nov for regular rains 43 Teremos aí o início da semeadura da safra 25-26 a partir de domingo, dia 7 de setembro, lembrando o produtor que ele tem até o dia 7 de janeiro para finalizar as operações em campo relacionadas ao plantio. Então, vamos fazer um tour aí por Mato Grosso para saber como é que estão as condições de tempo por lá. Quando a gente olha para a umidade do solo, Não só Mato Grosso, como boa parte do Centro-Oeste, umidade abaixo dos 20%, ou seja, solo muito seco. Precisa de uma boa chuva para ajudar o produtor a dar o pontapé inicial da safra. Quando a gente vai para a Sinop, região central do estado, o que a gente tem? https://www.youtube.com/watch?v=2syAZGnCATk 42 Quando a gente olha, né, pra questão da temperatura, até lá, ó, Máximas que ficam na casa de 38, 40 graus, isso, claro, prejudica muito a temperatura do solo muito elevada. Com a chuva começando a retornar pelo dia 22, as máximas já começam a voltar para 32, 34 graus e aí tudo bem, o clima favorecendo o início da germinação. Quando a gente olha de 5 a 9 de setembro, praticamente a gente não vê chuva. em boa parte da do centro-oeste, então não tem chuva volumosa. Quando a gente vai lá agora pra Confresa, temos aí a situação que é o seguinte, tem um pouquinho de chuva lá no dia quinze, mas é chuva de dez, quinze milímetros e a chuva só vai começar a vir pra lá, lá pra outubro, né? Pro norte de Mato Grosso, chega um pouquinho mais atrasada, mas vai ter umidade a partir de outubro. Tem que ficar atento, porque justamente durante todo o período até o começo da primavera, a gente tem máximas aí na casa de quarenta, quarenta e um graus. Quando a gente olha pro período de 10 a 14 de setembro, um pouco mais de chuva na faixa oeste de Mato Grosso, mas nada na faixa leste. https://www.youtube.com/watch?v=2syAZGnCATk 41 Quando a gente olha para a Juína, lá no extremo noroeste de Mato Grosso, é a situação mais favorável. Então o que a gente tem? A chuva já se distribuindo na próxima semana, com 10, 15 milímetros, antes da primavera chove um pouco também, então considerando que a partir do dia 7 pode plantar, então pelo menos o produtor em juína já pode aproveitar o domingo pra colocar o maquinário em campo e aí semear e ter uma boa produtividade. Então, como consequência da gente ter esse período mais chuvoso, as máquinas aí ocidiam na casa de 35, 37, mal chega a 40 graus lá, lembrando que o período também segue quente, mas quando a gente olha esse cenário, a situação é mais favorável. https://www.youtube.com/watch?v=2syAZGnCATk 47 É, ela precisa de pelo menos um pouco de umidade para germinar, porque além disso, a temperatura do solo vai lá em cima, porque uma coisa é a temperatura do ar estar a 40 graus, no solo vai para 45, 50, 55 e isso claro, prejudica! Então... https://www.youtube.com/watch?v=YoVyBuVZJew 20 Mas ali pessoal, principalmente Tocantins, Piauí, Maranhão, tem que ficar esperto aí com uma chuva que pode vir aí só mais para o meio de outubro, final de novembro. Então vamos lá, né? https://www.youtube.com/watch?v=Bu-JddSsXc8 19 para região provavelmente a gente vai ver aqui no gráfico é chuva só para novembro né então uma chuva que chega um pouquinho tarde era uma chuva que era para estar chegando no final de outubro começo de novembro atrasando um pouco aí ó a partir aí principalmente da segunda quinzena de novembro aí é aí eu garanto que de novembro para frente aí pega aí segunda quinzena de novembro é dezembro né, ou a parte de janeiro a gente vai ter chuvas aí até acima da média para a região do Matopiba tá e não necessariamente vai estar atrelado a questão né de uma possível volta da laninha até porque se a gente for considerar o que está sendo vinculado né que é uma laninha que vem na primavera a chuva até teria que ter sido antecipada então a gente vai analisando isso tudo mas que de fato a gente vê esse sinal de chuva vindo para novembro aí para a região do Piauí tá É... https://www.youtube.com/watch?v=Bu-JddSsXc8 .
- Brazil—South systems: Rio Grande do Sul faced hail, high winds, and >100 mm rain risk; brief cold shots may generate light valley frosts. Dairy remains consolidating: farms fell from ~33k (2023) to ~28k, while output per farm nearly doubled (137→363 L/day) and average yield rose to ~17 L/cow—efficiency rising amid labor cost/availability pressures 33 E o estado gaúcho registrou granizo nesta madrugada. https://www.youtube.com/watch?v=mHTvC2NZ4-8 32 O Instituto Nacional de Meteorologia, inclusive, emitiu alerta para a região oeste, campanha, o sul e a parte central do estado que podem registrar ventos de até 100 km por hora, além de descargas elétricas e mais queda de granizo. https://www.youtube.com/watch?v=mHTvC2NZ4-8 71 O número de propriedades em 2023 era de cerca de 33 mil, agora na atividade são 28 mil, 5 mil a menos. https://www.youtube.com/watch?v=s16yyE-yS54 70 O volume diário de produção, por exemplo, praticamente dobrou na década, saindo de 137 litros para 363 litros. https://www.youtube.com/watch?v=s16yyE-yS54 69 Já a média de produtividade por vaca aumentou para 17 litros, quase 4% a mais. https://www.youtube.com/watch?v=s16yyE-yS54 .
- US—row crops: Traders await Sept WASDE and combine data; reports cite late‑season disease (southern rust) and weather variability, with some regions sampling 19.6% vs 30% moisture in the same field (drying bills in low‑price environments). Basis has improved in PNW wheat, signaling stronger cash pull despite futures weakness 109 Southern rust is going to be a bitch to deal with...same field, same variety, one sample ran 19.6% the other was 30%...scales are going to have fun with sampling (maybe take two and average them rather than rely on probe position) because loads are going to vary wildly with that level of disparity between moisture. Oh and I can't wait for the drying bill to cut into these already low prices yay!https://www.reddit.com/r/farming/comments/1n87xgg/comment/ncdahqp/ 87 I've seen basis do very well out here in the Northwest for our white weeds, doing better for a hard red winter in the that gets shipped on the export side. So you've seen, we've seen really big improvements in basis. And that was the first thing I knew we had to see if this market was ever going to be any good. It's like we got to get the cash market moving. Funds are going to sell anyway. But if the cash starts going the other direction, the cash starts getting bought up, then futures are going to have to follow that at some point. And that's kind of what we're seeing now. https://www.youtube.com/watch?v=H8Aq3HU5xkI .
- US—poultry health: Avian flu detections in turkeys (North & South Dakota) remain a watchpoint for protein supply chains 112 Avian Flu Found in North Dakota, South Dakota Turkeyshttps://www.reddit.com/r/farming/comments/1n8cg79/ .
- Trade frameworks (EU–Mercosur): The European Commission validated the final agreement text; Brazil expects signature this year. One report noted French flexibility; others still cite opposition from France/Poland/Italy. If enacted, the deal could add ~$7 billion to Brazilian exports across commodities and higher‑value goods—watch competitive dynamics in beef/dairy and industrial foods 49 O Acordo Mercosul-União Europeia, que cria uma zona de livre comércio entre os dois blocos, avança e entra na fase final. Segundo o presidente da Apex Brasil, a expectativa é que o texto pode ser assinado até o fim deste ano. São 25 anos desde o início das negociações. A França continua sendo o principal opositor. Por ser o maior produtor de carne bovina do bloco europeu, o país considera que sairá prejudicado. Polônia e Itália também se opõem. Já a Alemanha vê como saída para o escoamento dos produtos europeus para o Brasil em consequência das sanções impostas por Donald Trump aos europeus. O ministro da Fazenda, Fernando Haddad, considera que o atual cenário global vai ajudar na consolidação do livre comércio entre Mercosul e União Europeia. Para entrar em vigor, o texto agora precisa ser aprovado por 15 dos 27 países europeus ou alcançar a representatividade de 65% da população do bloco. Depois disso, ainda precisa ser referendado pelo Parlamento. A União Europeia é o terceiro maior parceiro comercial do Brasil. O produto interno bruto do bloco europeu, composto por 27 nações mais os países integrantes do Mercosul, soma US$ 22 trilhões e uma população de 720 milhões de pessoas. Depois que entrar em vigor, esse acordo pode gerar um incremento de US$ 7 bilhões nas exportações brasileiras. Nós nunca chegamos nesse nível tão elevado de levar para o Conselho da União Europeia a proposta de acordo. https://www.youtube.com/watch?v=2syAZGnCATk 7 A União Europeia, por sua vez, deu sinais de avanço nas negociações comerciais com Mercosul e México, com a França demonstrando maior flexibilidade. https://www.youtube.com/watch?v=-bKO2m4QD4s 48 A França continua sendo o principal opositor. Por ser o maior produtor de carne bovina do bloco europeu, o país considera que sairá prejudicado. Polônia e Itália também se opõem. https://www.youtube.com/watch?v=2syAZGnCATk .
- Coffee flows (Brazil–US): With US tariffs reducing direct exports, Brazilian shippers are exploring triangulation via Canada/Mexico for processed coffee flows 46 Tivemos aí fatores climáticos e agora você acabou de trazer essa notícia do terceiro levantamento de safra da Conab, trazendo aí um número de 55.2. Atualização de exportações para os Estados Unidos, que representa um grande mercado para o nosso café, dos dias 1º de agosto a 25 de agosto, houve uma queda de 47% das exportações brasileiras de café para os Estados Unidos. Eu queria que você fizesse esse recorte. Quanto o tarifácio americano tem impactado na precificação do café? Muito. Primeiro, você retira do mercado 7 ou 8 milhões de sacas anual que você teoricamente deveria enviar para os Estados Unidos e esse café então não está imediatamente sendo transferido para lá. Você está procurando, o mercado está procurando aí outras alternativas, inclusive tentar fazer aí uma triangulação. Você manda, por exemplo, ou para o Canadá ou para o México e depois de lá envia até o café processado. Por que não? https://www.youtube.com/watch?v=YoVyBuVZJew .
4) Best Practices (actionable, with how‑to)
- Harvest & storage (US grains): Where southern rust and uneven moisture are present, expect load variability and scale disputes—sample twice per load and average; plan drying costs in advance. If elevator congestion is likely, line up on‑farm storage to avoid on‑ground spoilage in heat 109 Southern rust is going to be a bitch to deal with...same field, same variety, one sample ran 19.6% the other was 30%...scales are going to have fun with sampling (maybe take two and average them rather than rely on probe position) because loads are going to vary wildly with that level of disparity between moisture. Oh and I can't wait for the drying bill to cut into these already low prices yay!https://www.reddit.com/r/farming/comments/1n87xgg/comment/ncdahqp/ 110 The last report I read said we'd be looking at on-farm storage piles. Which sounds kind of crazy to me, but apparently it has been done before.https://www.reddit.com/r/farming/comments/1n87xgg/comment/ncdm3hc/ .
- Manure application (global): Use salt as the primary rate limiter. Midwest Labs suggests ≤500 lb salt/acre/year only where rainfall ≥25”; reduce where drier. Excess salt injures crops and builds long‑term soil salinity even if N or P looks tolerable 96 The most important thing to consider when picking a manure application rate is salt. Most people look at either nitrogen or phosphorus or they just say, “I have this much manure and this many acres and I’ll spread it evenly on all my ground to get rid of everything I’ve got”. While those are all considerations, salt is the key. If you get too much nitrogen or phosphorus, it usually won’t hurt your crop, but if you get too much salt your crop will suffer. Plus, if the salt levels in your soil keep building over time, future crops can be dramatically impacted. If you get a Midwest Labs’ manure test, they will recommend limiting salt to 500 pounds or less per acre per year, and that’s only if you have 25 inches of rain or more. If you have less, they advise cutting back, so check your salt levels before you apply manure this year.https://x.com/AgPhDMedia/status/1963592420890943497 .
- Bacterial disease prevention (horticulture): Start with clean seed/seedlings; sanitize tools and picking ladders between rows; copper helps prevent infection but won’t clear internalized bacteria. Remove infected plants promptly to stop spread 68 Primeira coisa, obtenção de mudas ou sementes sadias. Então a procedência dessas mudas e sementes, isso é primordial para garantir que você não está colocando no seu campo uma doença. Trazendo de outro lugar, né? Exatamente. Então, mudas e sementes sadias seria o primeiro passo importante. https://www.youtube.com/watch?v=8a1xbIam7ZE 67 Por exemplo, ferimentos que você causa na planta, eles se tornam portas de entrada para a bactéria. Então se você tem uma planta doente e você passa por uma sadia, mas causa ferimentos, isso pode causar a abertura para essa bactéria. Qualquer ferimento, seja na poda, na colheita, no desbaste, na poda, qualquer tipo de ferimento. Exatamente. Então, é muito importante que você tenha essas precauções com relação a como você vai manusear o seu equipamento. principalmente se você já tem um histórico lá. Aí é que você tem que acender a luz vermelha e tomar mais atenção com relação à tesoura de poda, por exemplo, escadas que você vai colocar para colher frutos. Então isso tudo é muito importante. Até a escada, encostar a escada pode dar um ferimento, né? Pode, pode. E ela pode, inclusive, levar a bactéria. Se você encostar, ela pode estar na escada e você passar para a planta seguinte. Então isso pode acontecer também. Por isso é que uma das práticas em campos de citros é a cada rua que você tem, você para e lava a escada, o saco de colheita para depois seguir na rua seguinte para coletar os frutos. https://www.youtube.com/watch?v=8a1xbIam7ZE 66 É muito rápida. Então assim, por exemplo, hoje os produtos à base de cobre ajudam, ajudam. Mas nada impede que com o passar do tempo, se o patógeno persistir na cultura, ele se torne resistente ao cobre. E aí aqui a prática pode passar a não funcionar mais. Mas o cobre, ele ajuda a não ter o ataque da bactéria. Mas depois que a bactéria está dentro da planta, a gente não consegue fazer mais nada. Não, por isso é que sempre quando a gente fala em doenças bacterianas, é o preventivo. https://www.youtube.com/watch?v=8a1xbIam7ZE 65 Porque uma vez instalada, qual é a solução? É você eliminar a planta doente. É a única forma que você tem de garantir que ela não vai passar para as outras plantas. https://www.youtube.com/watch?v=8a1xbIam7ZE .
- Nematode diagnostics (global): Most plant‑parasitic nematodes are invisible without microscopy. For accurate ID, send ~100 g of roots with adhering soil (no added water) in a sturdy plastic bag to a lab with a nematologist; DNA barcoding is increasingly used for species‑level calls that guide control (e.g., resistant cultivars) 17 Então, para mandar uma amostra para análise, você tem que mandar uma boa quantidade de raízes. uma boa quantidade de raiz em torno de 100 gramas. O Gustavo já vai falar assim para mim, mas quanto que dá 100 gramas? 100 gramas dá uma zona bem cheia de raiz, isso dá em torno de 100 gramas. Isso é o suficiente para você enviar para um laboratório, você vai envolver essa raiz com o próprio solo que estava junto dessa raiz sem adicionar água. Você não coloca água numa amostra para mandar para o laboratório. Você vai mandar esse solo e essas raízes dentro desse solo com a capacidade de campo. Diferente para outras doenças, você tem que envolver isso aí num saco plástico resistente. Esse saco plástico vai ajudar a preservar essa amostra e você encaminha o mais breve possível para o laboratório da sua confiança. https://www.youtube.com/watch?v=MHrbB2w-hmY 16 e que esse laboratório tenha um nematologista. Isso é muito importante. Isso é muito importante. https://www.youtube.com/watch?v=MHrbB2w-hmY 18 Para isso nós usamos as técnicas tradicionais com base na microscopia. Mas também nós somos pioneiros no nosso país em introduzir a técnica do DNA para identificação dos nematóides na rotina de um laboratório de nematologia. E a gente consegue explicar de uma forma simples como é que funciona essa identificação? Bom, a identificação microscópica você vai ter que isolar o organismo da planta, você vai ter que retirar, extrair o nematóide dessa planta, montar lâminas e observar no microscópio. O que você vai observar no microscópio? Todas as características morfológicas desse nematóide e as morfométricas, porque o nematóide tem algumas estruturas que você tem que medir. Então, por exemplo, o tamanho do estilete, a distância entre a região anterior e a vulva, o tamanho da cauda do nematóide. Então, essa é a taxonomia tradicional. Agora, o DNA? Não, o DNA, você vai extrair o DNA desse organismo, você pode usar uma técnica que chama primer específico, Isso é uma técnica que é desenvolvida anteriormente por laboratórios especializados com o prime específico, ele é específico da espécie que você quer determinar, você vai correr um gel, vai aparecer uma banda, uma luzinha e significa que é aquela determinada espécie. Mas é também uma outra técnica que é muito mais poderosa. que é o código de barras do DNA. Você faz a extração do DNA desse nematóide, você tem esse DNA e você compara com um banco de dados. semelhante a um supermercado, quando você passa a mercadoria pelo caixa, você tem o código de barras. https://www.youtube.com/watch?v=MHrbB2w-hmY 15 Bom, existem algumas plantas cultivadas que ela tem resistência ao nematóide. Inclusive é uma das técnicas utilizadas para você conviver com esses nematóides. Um exemplo é o cafeeiro. Hoje, felizmente, nós temos café com resistência à meloidógena. Então você pode cultivar café em áreas onde tem meloidógena, desde que essa cultivar tenha essa resistência. https://www.youtube.com/watch?v=MHrbB2w-hmY .
- Layer flocks (global): Maintain 12–14+ hours of light to sustain year‑round lay; cheap LEDs on timers (e.g., ~5–6 am on, ~9 pm off) suffice. In freezing weather, use heated waterers/dog bowls to keep water accessible 103 And yes, my chickens lay year round. But, it's because I put a light on them - it turns on ~5-6am, and off ~9pm. I turned them on maybe a week or two ago now, via timers. In April/may I"ll turn them off for a couple of months over the summer. Chickens need 12-14+ hours, to lay. Not *heat* mind you. LIGHT. Cheap LED lights do the trick.https://www.reddit.com/r/homestead/comments/1n88i65/comment/ncdofrk/ 102 It gets pretty cold here in Ohio too, and I use an led light to keep them laying year round. We just used an old metal waterer, set on a heater base.https://www.reddit.com/r/homestead/comments/1n88i65/comment/ncd3s5r/ .
- Predator control (livestock, global): Great Pyrenees/guardian dogs deter foxes/coyotes/bobcats/hawks; motion‑activated floodlights and solar radios reduce night predation; maintain ~10 hens per rooster to limit hen injury. Use welded‑wire fencing and secure aviaries to block rodents/chewing entry 108 We have two Great Pyrenees and all of the predators stay away. Fox, coyote, bobcat, raccoons, even the hawks avoid our property. Their greatest contribution is their deterrent effect. They make their presence well known so other predators say clear. Predators are looking for an easy meal, not a fight.https://www.reddit.com/r/homestead/comments/1n88i4j/comment/nce81ll/ 99 I have a motion activated security light by the coop. Everything startles in the light. Mine is a huge flood light but I heard of people doing other things even sprinklers.https://www.reddit.com/r/homestead/comments/1n88i4j/comment/ncd8r2f/ 101 I am guessing to many roosters/not enough hens. I find anything less than 10 hens per rooster and atleast 1 of the chickens get beat up like this. I just had to separate my rooster from the flock for a similar reason.https://www.reddit.com/r/homestead/comments/1n8ht2i/comment/ncf5bx7/ 100 A fence always helps. Just finished putting a cheap welded wire fence in my backyard to keep critters away from my chickens and garden. Haven't had too many issues yethttps://www.reddit.com/r/homestead/comments/1n88i4j/comment/ncd6gm7/ .
- Aquaculture—cold sites (Xinjiang crabs): When moulting stalls and shells soften, boost protein/energy in rations (e.g., fish + pellets + popped corn + carrot once daily), deepen ponds (~1 m), secure anti‑escape nets, and diversify feeds. Under heat‑stress water, cut pellets ~25% and add vitamin C to limit leftover feed and water degradation 107 二十公斤魚五公斤的飼料五公斤的爆米二十公斤的紅蘿蔔這四樣東西你搭配起來每天下午七點左右一次伊爾玻利. https://www.youtube.com/watch?v=MN2G3F79WMY 106 的事情你就等我過去把那個水打開加深水加到一米左右它一米多大水淺了水淺了它會下去水深了它怎麼下去它站不住. 加深水位的同时要抓紧时间把池塘排水口的防淘网更换掉以免影响池塘换水这样把它固定. 起来这应该就很结实了. 是吧关老师对对对它就跑不掉了这样下去下到管子旁边塞下去塞紧现在搞一个深一点的地方这样塞卡紧好你过上几天加插. https://www.youtube.com/watch?v=MN2G3F79WMY 105 文峰指出王修阔的螃蟹不退壳不是饲料给少了恰恰是给多了因为养殖水体已经变差再加上雷暴天气螃蟹产生了应激反应进食量减少退壳迟缓残饵滋生更多有害菌水体加速变差从而陷入了恶性循环专家建议要立刻减少饲料的投喂你. 這個投射量要減少25%就是再加一些VC抗陰劑好的. https://www.youtube.com/watch?v=MN2G3F79WMY .
- Fire risk (Brazil & global dry belts): Conduct burns only on/after rain with water on hand; clear firebreaks (e.g., 3‑ft dirt ring), mow grasses, and remove Andropogon along roads and beneath power lines. Municipal decrees can support with water trucks/brigades; note that burned residue destroys soil fertility built via stover and fertilization 104 No, but I would do a three foot dirt track around it as a fire break.https://www.reddit.com/r/homestead/comments/1n89yrb/comment/ncdcsjn/ 54 Precisamos ampliar as limpezas de beira de estrada, que elas estão muito sujas, principalmente com o capim andropólo. Limpar debaixo das redes de luz, deixar extremamente limpo. https://www.youtube.com/watch?v=w6eKHLpdZYY 53 Esse decreto a gente vem para dar um auxílio, caminhão-pipa, pessoas, brigadistas, relatórios, com eficiência e dar também segurança a esses produtores. Porque os nossos produtores do município, eles não são eles que põem o fogo. https://www.youtube.com/watch?v=w6eKHLpdZYY 56 O solo é um substrato. Quem fez a qualidade do solo, a produtividade, a grande quantidade de nutrientes, foi o produtor investindo em palhada, fazendo adubações pesadas. Então nós construímos a fertilidade do cerrado e o fogo pode levar isso aí de uma hora pra outra. https://www.youtube.com/watch?v=w6eKHLpdZYY .
5) Input Markets (fertilizer, fuel, feed, chem)
- Fertilizer pricing (US): Trade reports “mixed” fertilizer prices across products and regions—plan spot bids and timing accordingly 113 More Mixed Prices With Fertilizershttps://www.reddit.com/r/farming/comments/1n87wwo/ .
- On‑farm energy (global): WTI near $64/bbl and a >2% weekly drop on OPEC+ chatter point to potential near‑term relief in diesel/freight costs; monitor inventory data for follow‑through 111 I ditched meme-stock options and plugged into CL options (crude oil futures) last week. WTI is hanging near $64/bbl - and trust me, this is the breakfast of champions.https://www.reddit.com/r/Commodities/comments/1n8vr7j/ 3 O petróleo foi o principal destaque, com queda superior a 2% após especulações de que a OPEP+, poderá aumentar a produção. https://www.youtube.com/watch?v=-bKO2m4QD4s 2 Por fim, os estoques de petróleo podem mexer nas cotações da Comodity e o discurso de Austin Goosby, do Fed de Chicago, também deve ter impacto. https://www.youtube.com/watch?v=-bKO2m4QD4s .
- Meal & feed (Asia/US): USDA flagged 185,000 t US soybean cake/meal sale to the Philippines (current MY), a supportive data point for regional feed margins and meal basis 88 USDA USDA Reported a flash Sale of Soybean Cake and meal yesterday US exporters sold 185,000 metric tons of soybean cake and meal to the Philippines for delivery during the current marketing year. A total of 455,000 metric tons of soybean cake and meal has been booked through three flash flash sales for delivery during the current marketing year. https://www.youtube.com/watch?v=sG8HcXTJBm0 .
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Bioinputs & crop nutrition (Brazil): Public institutes report rapid bioinput adoption (from a handful of products a decade ago to large portfolios today), mass‑scale fermentation capacity, and ≥50% chemical reductions in targeted cane pests—aligning safety and cost control. Stage‑specific nutrition programs described include:
- Leão (N, K, organic carbon; high fulvic acids): early rooting and nutrient retention;
- Lince (S, Zn, organic carbon): vegetative stress tolerance;
- Guepardo (algae extract + K): pre/during/post‑flowering to retain blooms and set fruit;
- Onça (macro+micro package): sustain heavy demand to harvest;
- Tigre (liquid N ~12% + Ni): vegetative push and N assimilation. Consult a local agronomist for dosing and compatibility at each crop stage 62 O Instituto é o único da América do Sul que domina a produção desses organismos em biorreatores, uma tecnologia dominada por poucos centros no mundo. A partir de 2015 é que a gente desenvolveu bastante essa área em parceria com a USDA quando nós então conseguimos desenvolver um meio de cultura líquida que possibilita a produção massal desses nematóides e também uma formulação em espuma ferólica que faz parte de um processo de produção de nematóides que a gente chama de processo de produção bifásico, que possibilita atender não somente pequenos produtores, mas também grandes produtores. https://www.youtube.com/watch?v=8a1xbIam7ZE 14 O leão é um fertilizante líquido com altíssima concentração de ácidos fúbicos, moléculas naturais que ajudam a planta a absorver melhor os nutrientes. Na prática, isso significa muito mais aproveitamento de cálcio, ferro, magnésio, zinco e manganês, nutrientes fundamentais para o desenvolvimento da planta. Os benefícios não param por aí. O leão aumenta a disponibilidade dos nutrientes no solo, ajuda a reter melhor o nitrogênio, Melhora a eficácia dos defensivos agrícolas, fortalece a planta contra estresses ambientais e ainda tem total compatibilidade com outros produtos, facilitando o seu manejo. Ou seja, é cuidado do solo à planta, garantindo uma base forte para a sua produção ser mais lucrativa e sustentável. https://www.youtube.com/watch?v=MHrbB2w-hmY 45 Depois vem o lince, composto de enxofre, zinco e carbono orgânico. https://www.youtube.com/watch?v=HLEzStPWELw 44 Ele é um fertilizante à base de extrato de algas e potássio. https://www.youtube.com/watch?v=HLEzStPWELw 1 O tigre é um fertilizante mineral líquido formulado com um complexo nutricional que favorece a assimilação de nitrogênio e promove um crescimento vegetativo robusto. Ele explora todo o potencial produtivo das plantas, proporcionando ganhos visíveis em saúde e produtividade. https://www.youtube.com/watch?v=SFQPm_XJbsM .
6) Forward Outlook (planning windows & risk map)
- US row crops (next 1–3 weeks): Sept WASDE is the key catalyst; incremental yield trims are possible, but harvest selling and China’s absence from new‑crop beans can cap rallies. Funds are less aggressively short in corn than earlier this summer; any squeeze would likely be brief if farmer selling resumes 86 And you got the WASDE report next Friday where we get the objective yield data versus the survey based and the NDVI imagery based data that we see in August. So going to be interesting to see what gets printed next Friday. https://www.youtube.com/watch?v=7aR5LvU9csM 90 China still hasn't bought a single bushel of US Soybeans for now, current marketing year delivery. https://www.youtube.com/watch?v=sG8HcXTJBm0 98 Hearing that US export terminals are fully booked until October. —> Merchants are short Everyone expects giant harvest selling, but everyone also expected a big pre-harvest selling from cleaning out bins to create space for the new crop, which didn’t really happen.https://x.com/FabianWierczoch/status/1963568549487591525 97 Farmers are not selling at these prices. The short squeeze could go further. Don’t forget selling though at some point, as short squeezes also quickly fall apart again.https://x.com/FabianWierczoch/status/1963568549487591525 .
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Brazil planting (Sep–Nov):
- Mato Grosso: Favor western/northern pockets (e.g., Juína) where 10–15 mm is forecast next week; delay large‑scale central/eastern sowing until late‑Sep/Oct when moisture normalizes; avoid planting into 45–55 °C surface soils 41 Quando a gente olha para a Juína, lá no extremo noroeste de Mato Grosso, é a situação mais favorável. Então o que a gente tem? A chuva já se distribuindo na próxima semana, com 10, 15 milímetros, antes da primavera chove um pouco também, então considerando que a partir do dia 7 pode plantar, então pelo menos o produtor em juína já pode aproveitar o domingo pra colocar o maquinário em campo e aí semear e ter uma boa produtividade. Então, como consequência da gente ter esse período mais chuvoso, as máquinas aí ocidiam na casa de 35, 37, mal chega a 40 graus lá, lembrando que o período também segue quente, mas quando a gente olha esse cenário, a situação é mais favorável. https://www.youtube.com/watch?v=2syAZGnCATk 47 É, ela precisa de pelo menos um pouco de umidade para germinar, porque além disso, a temperatura do solo vai lá em cima, porque uma coisa é a temperatura do ar estar a 40 graus, no solo vai para 45, 50, 55 e isso claro, prejudica! Então... https://www.youtube.com/watch?v=YoVyBuVZJew .
- Matopiba (TO/PI/MA/BA): Expect a later onset—more reliable rains mid‑Oct through Nov; November totals may run above average in parts of the region. Bahia’s Caturama should see increasing regularity from ~Oct 10–15, with strong accumulations into Nov–Dec for crops and pasture recovery 20 Mas ali pessoal, principalmente Tocantins, Piauí, Maranhão, tem que ficar esperto aí com uma chuva que pode vir aí só mais para o meio de outubro, final de novembro. Então vamos lá, né? https://www.youtube.com/watch?v=Bu-JddSsXc8 19 para região provavelmente a gente vai ver aqui no gráfico é chuva só para novembro né então uma chuva que chega um pouquinho tarde era uma chuva que era para estar chegando no final de outubro começo de novembro atrasando um pouco aí ó a partir aí principalmente da segunda quinzena de novembro aí é aí eu garanto que de novembro para frente aí pega aí segunda quinzena de novembro é dezembro né, ou a parte de janeiro a gente vai ter chuvas aí até acima da média para a região do Matopiba tá e não necessariamente vai estar atrelado a questão né de uma possível volta da laninha até porque se a gente for considerar o que está sendo vinculado né que é uma laninha que vem na primavera a chuva até teria que ter sido antecipada então a gente vai analisando isso tudo mas que de fato a gente vê esse sinal de chuva vindo para novembro aí para a região do Piauí tá É... https://www.youtube.com/watch?v=Bu-JddSsXc8 23 Principalmente a partir do dia 10, 15 de outubro. https://www.youtube.com/watch?v=Bu-JddSsXc8 21 Aí vem uma chuvinha ou outra e a partir da segunda quinzena ela vem com mais regularidade, chuvas de 10, 15 milímetros e que, claro, começou o período chuvoso em Caturama e aí a gente passa dos 100, 150 milímetros, que é o que o produtor gosta, lá para novembro, adentrando dezembro. Dezembro também vai ser um mês chuvoso na Bahia, janeiro também. É isso! https://www.youtube.com/watch?v=Bu-JddSsXc8 .
- Brazil coffee (2025): Despite a 55.2 M‑bag crop, trade expects tight arabica availability into the next harvest; tariffs are re‑routing flows and sustaining intra‑week volatility 38 A Conab atualizou para 55,2 milhões de sacas beneficiadas a estimativa para a produção de café na safra 2025, de acordo com o levantamento divulgado nesta quinta-feira. Apesar deste ano ser considerado de baixa bienalidade, o volume projetado supera em 1,8% o resultado obtido em 2024. O desempenho é influenciado pela recuperação na produtividade das lavouras. Até o fim de agosto, 96% da área do café já havia sido colhida. https://www.youtube.com/watch?v=2syAZGnCATk 50 A taxação de Donald Trump vem pressionando o mercado cafeeiro, que reage com forte volatilidade nos preços. Só que isso vem perdendo força nos últimos dias, principalmente nos contratos futuros. Em uma semana, as perdas somam quase 3%. Vamos atualizar esse cenário da Comod, porque a gente tem aqui o Haroldo Bonfá, que é diretor da Faros Consultoria. https://www.youtube.com/watch?v=YoVyBuVZJew .
- Proteins (Brazil/world): Brazil’s beef export momentum (Aug +23.5% y/y) supports domestic boi prices into Q4; poultry trade access is normalizing in some markets (e.g., Chile, Namibia, North Macedonia, Saudi Arabia) while remaining restricted in others (Canada, China, Malaysia, EU) post‑HPAI 37 E há pouco saíram realmente os dados da exportação de carne bovina in natura, mostrando que em agosto foram 268 mil toneladas embarcadas pelo Brasil, uma alta de 23,5% na comparação com o mesmo mês do ano passado. https://www.youtube.com/watch?v=2syAZGnCATk 31 O Ministério da Agricultura e Pecuária informou que o Chile, Namíbia, Macedônia do Norte e Arábia Saudita suspenderam as restrições temporárias à importação de carne de aves do Brasil. https://www.youtube.com/watch?v=19vI1gJqHLE 30 Apesar dessa atualização de retomada, as exportações brasileiras de carne de ave seguem totalmente suspensas em países como Canadá, China, Malásia e União Europeia, que ainda mantém barreiras. https://www.youtube.com/watch?v=19vI1gJqHLE .
- Trade frameworks (EU–Mercosur): The agreement could be signed by year‑end; once enforced, expect more two‑way trade in commodities and value‑added foods—Brazilian agribusiness should plan capex for processing, logistics, and quality systems (traceability, sanitary credentials) to defend margin vs. EU incumbents 49 O Acordo Mercosul-União Europeia, que cria uma zona de livre comércio entre os dois blocos, avança e entra na fase final. Segundo o presidente da Apex Brasil, a expectativa é que o texto pode ser assinado até o fim deste ano. São 25 anos desde o início das negociações. A França continua sendo o principal opositor. Por ser o maior produtor de carne bovina do bloco europeu, o país considera que sairá prejudicado. Polônia e Itália também se opõem. Já a Alemanha vê como saída para o escoamento dos produtos europeus para o Brasil em consequência das sanções impostas por Donald Trump aos europeus. O ministro da Fazenda, Fernando Haddad, considera que o atual cenário global vai ajudar na consolidação do livre comércio entre Mercosul e União Europeia. Para entrar em vigor, o texto agora precisa ser aprovado por 15 dos 27 países europeus ou alcançar a representatividade de 65% da população do bloco. Depois disso, ainda precisa ser referendado pelo Parlamento. A União Europeia é o terceiro maior parceiro comercial do Brasil. O produto interno bruto do bloco europeu, composto por 27 nações mais os países integrantes do Mercosul, soma US$ 22 trilhões e uma população de 720 milhões de pessoas. Depois que entrar em vigor, esse acordo pode gerar um incremento de US$ 7 bilhões nas exportações brasileiras. Nós nunca chegamos nesse nível tão elevado de levar para o Conselho da União Europeia a proposta de acordo. https://www.youtube.com/watch?v=2syAZGnCATk .
“The most important thing to consider when picking a manure application rate is salt…Midwest Labs recommend limiting salt to 500 lb/acre/year—and less with <25 inches of rain.” 95 How do you decide how much manure to apply per acre? https://x.com/AgPhDMedia/status/1963592420890943497 96 The most important thing to consider when picking a manure application rate is salt. Most people look at either nitrogen or phosphorus or they just say, “I have this much manure and this many acres and I’ll spread it evenly on all my ground to get rid of everything I’ve got”. While those are all considerations, salt is the key. If you get too much nitrogen or phosphorus, it usually won’t hurt your crop, but if you get too much salt your crop will suffer. Plus, if the salt levels in your soil keep building over time, future crops can be dramatically impacted. If you get a Midwest Labs’ manure test, they will recommend limiting salt to 500 pounds or less per acre per year, and that’s only if you have 25 inches of rain or more. If you have less, they advise cutting back, so check your salt levels before you apply manure this year.https://x.com/AgPhDMedia/status/1963592420890943497
Quick Plan Checklist
- US grains: balance harvest marketing with basis/carry; watch WASDE and southern rust/drying bills 85 And the basis levels are really telling us as well we are going to have a hard time finding a home for all these bushels in terms of storage. Yeah, I think, you know, those are things that farmers got to keep in mind here is, you know, the. You may not like the price where it's at, but what's the market offering you today? You know, the carry in the board, how are you capturing it? Are you actually going to capture the carry that's out there in the board? Does it make sense to do so? Basis is telling you in a lot of spots to put that crop away and go capture that carry and wait for a better day. But we'll see how much harvest pressure there is. You don't want to be in a position where you're forced to sell into a market when everybody else is. https://www.youtube.com/watch?v=7aR5LvU9csM 86 And you got the WASDE report next Friday where we get the objective yield data versus the survey based and the NDVI imagery based data that we see in August. So going to be interesting to see what gets printed next Friday. https://www.youtube.com/watch?v=7aR5LvU9csM 109 Southern rust is going to be a bitch to deal with...same field, same variety, one sample ran 19.6% the other was 30%...scales are going to have fun with sampling (maybe take two and average them rather than rely on probe position) because loads are going to vary wildly with that level of disparity between moisture. Oh and I can't wait for the drying bill to cut into these already low prices yay!https://www.reddit.com/r/farming/comments/1n87xgg/comment/ncdahqp/ .
- Brazil cropping: stage MT/Matopiba planting to soil moisture; adjust for late seasonal onset in the Northeast 43 Teremos aí o início da semeadura da safra 25-26 a partir de domingo, dia 7 de setembro, lembrando o produtor que ele tem até o dia 7 de janeiro para finalizar as operações em campo relacionadas ao plantio. Então, vamos fazer um tour aí por Mato Grosso para saber como é que estão as condições de tempo por lá. Quando a gente olha para a umidade do solo, Não só Mato Grosso, como boa parte do Centro-Oeste, umidade abaixo dos 20%, ou seja, solo muito seco. Precisa de uma boa chuva para ajudar o produtor a dar o pontapé inicial da safra. Quando a gente vai para a Sinop, região central do estado, o que a gente tem? https://www.youtube.com/watch?v=2syAZGnCATk 20 Mas ali pessoal, principalmente Tocantins, Piauí, Maranhão, tem que ficar esperto aí com uma chuva que pode vir aí só mais para o meio de outubro, final de novembro. Então vamos lá, né? https://www.youtube.com/watch?v=Bu-JddSsXc8 .
- Coffee hedging/logistics: price risk elevated through Vietnam/Colombia harvests; consider alternative routing where tariffs bite 77 No entanto, os cálculos matemáticos estão mostrando que deve faltar café até o final da próxima encolheita. Então, mesmo que o Vietnã entre aí, que vai começar a colheita dele agora em novembro, e Colômbia já em dezembro, mesmo que eles entrem aí com umas safras boas ou muito boas, não serão suficientes para cobrir esse dano que o Brasil teve, principalmente no café arábico. Então, as expectativas, na maioria dos analistas, são sim, de que teremos preços aí, altos, até a próxima entrada da próxima safra. https://www.youtube.com/watch?v=hUkQm0mnYrA 46 Tivemos aí fatores climáticos e agora você acabou de trazer essa notícia do terceiro levantamento de safra da Conab, trazendo aí um número de 55.2. Atualização de exportações para os Estados Unidos, que representa um grande mercado para o nosso café, dos dias 1º de agosto a 25 de agosto, houve uma queda de 47% das exportações brasileiras de café para os Estados Unidos. Eu queria que você fizesse esse recorte. Quanto o tarifácio americano tem impactado na precificação do café? Muito. Primeiro, você retira do mercado 7 ou 8 milhões de sacas anual que você teoricamente deveria enviar para os Estados Unidos e esse café então não está imediatamente sendo transferido para lá. Você está procurando, o mercado está procurando aí outras alternativas, inclusive tentar fazer aí uma triangulação. Você manda, por exemplo, ou para o Canadá ou para o México e depois de lá envia até o café processado. Por que não? https://www.youtube.com/watch?v=YoVyBuVZJew .
- Beef: leverage export demand; track slaughter scales and female supply tightness 34 Olá amigos do canal Rural, quem fala aqui é Guilherme Anca, analista de mercado da Datagro, trazendo aí mais uma atualização do mercado pecuário pra vocês. Tivemos aí desde o início da semana algumas movimentações interessantes. O mercado do Boiotec tá relativamente lateralizado, os preços seguem mais ou menos ali na faixa dos R$310, R$315. mais ou menos ali no Mercado Balcão de São Paulo, na Praça Base, por aqui. A gente tem início de mês, sempre importante, porque entra o pagamento de salário, as pessoas fazem a compra de supermercado, acabam abastecendo bastante ali do que a gente vê como incentivo para o original animal terminado. E apesar de a gente ver o mercado do boi com os preços um pouco mais lateralizados, estão subindo, mas talvez com um ritmo um pouco reduzido frente àquele que a gente viu algumas semanas atrás, o mercado de fêmeas está esquentando e esquentando relativamente rápido. Então hoje já estamos falando em preço de novilha no Mato Grosso do Sul, por exemplo, acima dos R$300 por arroba, já é uma indicação interessante, está um pouco ligado ao mercado externo, é um animal jovem, é um animal bem acabado que acaba tendendo um pouco do padrão China também. E, obviamente, acho que é uma grande expectativa que a gente tem para a divulgação hoje, um pouquinho mais tarde, agora a partir das três horas, eu estou gravando o vídeo aqui um pouquinho depois das doze e meia, a gente vai ter logo mais a confirmação muito, muito, muito provável de um novo recorde para as exportações brasileiras de carne bovina para o mês de agosto. Então, colocando um pouco mais de lenha na nossa fogueira do boi gordo, Obviamente o mercado segue tão bem ofertado quanto bem demandado, mas tem algumas oscilações interessantes de escalas de abates aparecendo por aí. A escala São Paulo para Sabaza, por exemplo, ontem fechou no seu menor patamar em mais ou menos umas duas, três semanas. Pode ser uma indicação de que a menor participação de fêmeas começa a colocar um pouco mais de pressão na ponta originadora de animais terminados por abate. Muito obrigado a todos, essa foi a mensagem da Datagra para o Mercado do Boi e nos vemos na semana que vem. https://www.youtube.com/watch?v=2syAZGnCATk .
- Barn tech: pilot AI monitoring where labor is tight; quantify ROI via mortality and feed conversion improvements 24 Os benefícios mais visíveis, já percebidos pelos produtores que estão adotando, incluem a melhoria da produtividade e da eficiência da operação, a redução de custos, tanto com insumos quanto com mão de obra, a diminuição da mortalidade das perdas por doenças, a otimização, a melhoria do bem-estar animal, a capacidade de tomar decisões mais rápidas e embasadas em dados, ou seja, melhores decisões. https://www.youtube.com/watch?v=19vI1gJqHLE .
- Bioenergy: evaluate biogas/biomethane as diesel substitute in integrated livestock/cane systems 59 Então quando a gente está falando de utilizar biometano, a gente está falando de usar energia renovável, a gente está falando de unir economia circular e transição energética, porque eu tô partindo de resíduos orgânicos, sejam eles da produção de aves, da produção de suínos, do setor sucro energético que produz etanol e açúcar, eu tô falando de utilizar essa matéria orgânica que é subproduto dessas atividades econômicas eu tô também falando de usar resíduos sólido urbano que também é um outro resíduo orgânico para transformar isso e chegar ao biometano que é o nosso energético esse energético ele pode ser utilizado por exemplo para coxão esse energético pode ser usado para substituir o óleo diesel lá na produção rural por esse biometano. https://www.youtube.com/watch?v=qu1Az5K26gg .



Market Movers
- Soybeans eased, with futures down about $0.30 from recent highs; near‑term bias remains lower. Technically, $10.12–$10.22 marks a 50%–61.8% pullback of the +$0.80 rally from $9.80 and is flagged as a key zone; a sell alert was issued Aug 22 91 Soybeans down -30 cents off the recent highs.https://x.com/MarketMinuteLLC/status/1963362870990966917 90 Looking like we could very well be in for some more downside here.https://x.com/MarketMinuteLLC/status/1963362870990966917 89 $10.12 to $10.22 gives back 50% to 61.8% of the entire +80 cent rally from $9.80https://x.com/MarketMinuteLLC/status/1963362870990966917 88 That level is seen as a standard correction and is going to be level of interest.https://x.com/MarketMinuteLLC/status/1963362870990966917 87 August 22nd we issued a sell alert for soybeans.https://x.com/MarketMinuteLLC/status/1963362870990966917 70 Sell Signal Link: http://txt.so/kEe66lhttps://x.com/MarketMinuteLLC/status/1963362870990966917 . December corn ~$4.22 (−1), November soybeans ~$10.41 (+0.25); December Chicago wheat ~$5.2775 (−0.5) 75 December corn futures down 1 at 4:22. November soybeans, up a quarter cent at 10:41 and a quarter. December Chicago wheat down a half cent at 527 and 3/4. December Kansas City wheat up 3/4 of a cent at 512. December spring wheat down 1 1/2 at 572 and 3/4. https://www.youtube.com/watch?v=xLYArUxUzsQ .
- Allendale’s national yield survey came in just below USDA: corn 187.5–187.52 bu/acre vs USDA 188.8; soybeans 53.28–53.3 vs USDA 53.6 92 The official Allendale Yield Survey results. Corn Yield 187.52, Bean Yield 53.28. USDA - Corn 188.8, Beans 53.6. https://x.com/Allendale_inc/status/1963235862705057942 80 Numbers we found out as far as the corn side, 187.5 bushels per acre, only minimally below USDA's current 188.8. https://www.youtube.com/watch?v=IAiiehUeqkc 79 Same story for soybeans, 53.3 bushels an acre just right next to USDA is 53.6. https://www.youtube.com/watch?v=IAiiehUeqkc . U.S. crop ratings remain historically strong for this week (corn: best in 9 years; fourth best since 1986; soybeans: seventh best since 1986) 81 Very important for for us to note crop ratings in fact right now are the best in nine years for this specific week. And since the entire data Series started in 1986, this is the fourth best rating for this week. https://www.youtube.com/watch?v=IAiiehUeqkc 42 These are the fourth best since 1986, but these are still incredibly strong numbers for soybeans. This is the seventh best rating for this week since 1986. https://www.youtube.com/watch?v=IAiiehUeqkc .
- U.S. soybean export sales book is light heading into the Oct–Dec prime shipment window; analysts warn of a potential export shortfall if China stays sidelined, which could pressure futures toward low‑$9 if a 200–300 mb gap materializes 73 As we move forward here and as we get into harvest and post harvest in the United States, the soybean shipment number is going to be very interesting because we have very few soybean export sales on the books. Our typical prime window for shipping soybeans out of the United States is immediately post harvest. October, November, December, a little bit into January and then Brazil takes over. So it's, it's going to be interesting. We, we need to sell more beans on the export market. It's, it's a huge problem. I think that the, the market yesterday, beans were down. https://www.youtube.com/watch?v=xLYArUxUzsQ 41 USD's current balance sheet would imply roughly about $10.30 for futures. If we load up this balance sheet with an extra with a 200 or 300 million bushel shortfall this does get prices back down on the futures end into the low $9 range. So 9 to 9 40. https://www.youtube.com/watch?v=IAiiehUeqkc . USDA reported 185,000 MT of soybean cake/meal sold to the Philippines (MY 2025/26), supportive for meal demand 93 Private exporters reported sales of 185,000 MT of soybean cake and meal for delivery to the Philippines during MY 2025/2026. https://ow.ly/Jw7v50WQiY9https://x.com/USDAForeignAg/status/1963225815698522430 69 https://ow.ly/Jw7v50WQiY9https://x.com/USDAForeignAg/status/1963225815698522430 .
- Mississippi River logistics: officials are monitoring a fourth straight harvest season with low water; St. Louis levels projected to decline over two weeks; Memphis highlighted as an emerging choke point, which could constrain barge loadings during the prime U.S. soybean export window (Sept–Feb) 60 Happening right now, transportation officials are keeping a close watch on the Mississippi River. https://www.youtube.com/watch?v=xsIaT26ycUs 59 This map shows St. Louis is projected to see declining water levels the next two weeks, but barges can still be loaded, the choke point. An emerging concern is at Memphis, where water levels are projected to go negative as early as this week. https://www.youtube.com/watch?v=xsIaT26ycUs 58 Low levels for the major inland waterway have been a norm at harvest the last few years. Now, for the past three years, we've been dealing with low water conditions. We've had three harvests in a row that have somewhat been a nightmare. And it looks like we're heading into what could potentially be the fourth. https://www.youtube.com/watch?v=xsIaT26ycUs 57 Still, Steenhook says nearly 80% of U.S. soybean exports are shipped from September through February. So if the trend continues, it could restrict barges and further hit prices, prices already depressed by the lack of China buying. And so when all of a sudden you've got a softening of demand, the last thing you want is for any additional profitability to be siphoned off because our transportation system is not operating at full capacity. https://www.youtube.com/watch?v=xsIaT26ycUs . Northern producers are seeing ~$8 cash beans, increasing sensitivity to freight bottlenecks 84 Now, this could hurt soybean farmers the hardest when they're already seeing $8 cash beans in the northern production areas. https://www.youtube.com/watch?v=xsIaT26ycUs .
- Wheat supply remains heavy: Russia export projections were raised to ~43–43.7 MMT; USDA sees Russia at ~22% of global wheat exports 74 The outlook for Russian WE exports has increased. Consulting firm Sovicon raised its projection for this season's exports to 43.7 million metric tons, up from the prior estimate of 43.3. The upward revision was attributed to expectations of improved yields. Similarly, I Car increased its forecast last week to 43 million metric tons. The USDA projects Russia will be the largest global wheat exporter this season, accounting for nearly 22% of all global shipments. https://www.youtube.com/watch?v=xLYArUxUzsQ .
- Basis signal: Industry chatter notes Ontario corn basis is “on fire,” indicating localized tightness in Eastern Canada 94 hearing Corn basis in Ontario is on 🔥https://x.com/GrainStats/status/1963292273321324977 .
- Macro backdrop: Stronger dollar and higher long‑dated U.S. yields pressured risk assets; safe‑haven flows lifted gold and silver. Oil firmed on prolonged Russia‑Ukraine conflict and OPEC+ supply speculation 5 A terça-feira em Nova Iorque terminou com os índices acionários recuando perto de 1%, acompanhando a escalada dos rendimentos dos Treasuries, enquanto o dólar ganhou força diante da aversão a risco. https://www.youtube.com/watch?v=bCWcbyWqLBk 6 Esse ambiente fortaleceu a busca por ativos de proteção, o ouro renovou máximas históricas e a prata alcançou o maior nível em 14 anos, enquanto a libra e o euro se enfraqueceram frente ao dólar. https://www.youtube.com/watch?v=bCWcbyWqLBk 8 No campo geopolítico, o conflito entre Rússia e Ucrânia continua sem perspectiva de cessar fogo, o que elevou o petróleo. https://www.youtube.com/watch?v=bCWcbyWqLBk 7 Há especulações de que a OPEP+, não aumentará a produção, reforçando a pressão nos preços da commodity. https://www.youtube.com/watch?v=bCWcbyWqLBk . The Brazilian real weakened (USD/BRL at 5.47, +0.64%) 31 No câmbio, o dólar acompanhou o movimento global de fortalecimento, encerrando nos R$ 5,47. uma alta de 0,64%. https://www.youtube.com/watch?v=bCWcbyWqLBk 30 O real figurou entre as moedas mais penalizadas da América Latina, ao lado do peso chileno, refletindo tanto a aversão ao risco externo quanto as incertezas. https://www.youtube.com/watch?v=bCWcbyWqLBk .
- Energy inputs: European gas positioning shows investment managers net sellers of TTF futures/options nine of ten weeks, with storage on track and ample LNG—easing winter supply risks for nitrogen producers; manager net length cut to 42 TWh, lowest since Apr 2024 68 INVESTMENT MANAGERS sold European benchmark TTF gas futures and options for the ninth time in ten weeks over the seven days ending on August 29. The region is set to complete refilling storage facilities smoothly before the heating season starts with plenty of LNG available. Fund managers have sold the equivalent of 148 terawatt-hours (TWh) since June 20. The remaining position had been cut to just 42 TWh, the lowest for sixteen months since April 2024:https://x.com/JKempEnergy/status/1963178864655360301 . North American petroleum liquids output rose +597 kbpd m/m in June to 30,223 kbpd (US crude at all‑time highs); summer product demand was strong, notably in the U.S. 67 North American petroleum liquids production rose by +597 kbpd m/m to 30,223 kbpd in June (+686 kbpd y/y) given a fresh surge of US production, which pushed US crude output to fresh all-time highs, as well as a rebound in Canadian oil sands supply. However, an accelerating contraction in Mexican production robbed North America of a fresh continental output high-water mark.https://www.commoditycontext.com/p/north-american-oil-data-deck-september-2025 66 Continental petroleum product demand also rose aggressively into summer driving season, with US demand reaching the highest level for June in two decades; Mexican demand looked exceptionally strong but was likely driven by bottled up product supplies trapped on site of the new Dos Bocas refinery and Canadian demand rose seasonally but down slightly y/y.https://www.commoditycontext.com/p/north-american-oil-data-deck-september-2025 .
- Brazil spot checks: Soybeans R$134/sack in Rio Grande do Sul (−R$1 d/d); corn R$50/sack in Mato Grosso; cotton fell 5.49% in August (R$3.90/lb), third monthly decline; global coffee exports 11.4m bags in July (−1.5% y/y) 16 No mercado físico, a saca da soja no Rio Grande do Sul cotada a R$ 134, hoje uma queda de R$ 1. Milho estável em Mato Grosso a R$ 50, café arábica no sul de Minas entre R$ 2.280 e R$ 2.285 estável. Algodão Pequena Queda, cotado a R$128,91 lá na Bahia. O trigo, R$1.350,00 a tonelada no Paraná, vem caindo o trigo, hein? R$30,00 hoje por tonelada, a perda. E o boi gordo de Anassatuba, R$315,00. https://www.youtube.com/watch?v=3yo_nKJb2DM 15 Os preços do algodão tiveram queda em agosto, de acordo com o CPEA. Com o resultado, é o terceiro mês consecutivo que as cotações sofrem baixas. Os especialistas do Centro de Pesquisas indicam que o cenário reflete os recuos internacionais, a entrada ainda tímida da safra 24-25 e a intenção dos vendedores em fazer caixa. Entre 31 de julho a 29 de agosto, o indicador CP Exalc com pagamento em oito dias recuou 5,49%, fechando o mês a R$ 3,90 por libra-peso. https://www.youtube.com/watch?v=3yo_nKJb2DM 14 E aí As exportações globais de café totalizaram 11,4 milhões de sacas em julho, queda de 1,5% em relação ao mesmo mês de 2024, de acordo com a Organização Internacional de Café. Até o décimo mês da safra 24-25, os embarques dos países membros e não-membros da OIC somaram 115 milhões de sacas, redução frente aos dez primeiros meses do ciclo anterior. https://www.youtube.com/watch?v=3yo_nKJb2DM .
Innovation Spotlight
- Biological seed treatment stack (PPFM biostimulant + EPA‑registered biofungicide TS601) in soybeans: field trials showed earlier development (≈1–2 growth stages ahead), deeper rooting (~2 inches), greater fine root mass, and increased lateral‑root nodulation vs. untreated; plots will be taken to yield for final quantification 54 You know, when we actually look at these plants individually, those plants with, with the 601 on it actually are a growth stage or two ahead. You know, so just in terms of maturity, they're, they're farther along in their life. The other thing is, it's interesting to see just looking at, you know, the fine hair roots. https://www.youtube.com/watch?v=asmmFlIXU20 78 They're somehow able to be one to two developmental stages ahead with that same stress. Yeah. https://www.youtube.com/watch?v=asmmFlIXU20 55 Almost like two inches deeper. Right. https://www.youtube.com/watch?v=asmmFlIXU20 56 You know, when we actually look at these plants individually, those plants with, with the 601 on it actually are a growth stage or two ahead. You know, so just in terms of maturity, they're, they're farther along in their life. The other thing is, it's interesting to see just looking at, you know, the fine hair roots. The untreated definitely has the least amount of fine hair roots. And then even looking at the nodulation, you know, there's nodules that we're seeing on these lateral roots out here, which I don't see on the untreated side of it. https://www.youtube.com/watch?v=asmmFlIXU20 77 The untreated definitely has the least amount of fine hair roots. And then even looking at the nodulation, you know, there's nodules that we're seeing on these lateral roots out here, which I don't see on the untreated side of it. And yeah, you only see the nodules on the main root. Yeah. And there's nothing that we didn't add inoculant or anything. It's, it's, you know, just naturally occurring on these plants. https://www.youtube.com/watch?v=asmmFlIXU20 76 And then we're going to go ahead and take it to yield at the end of this. https://www.youtube.com/watch?v=asmmFlIXU20 .
- Feedlot immunomodulation (NutraGen): in a 100–120 day finishing cycle, the first 20–25 days of adaptation are critical; a nutrition specialty targeting neutrophil activation (e.g., L‑selectin) improved DMI ramp‑up, weight gain, and feed efficiency across the full cycle in a trial with MFG Agropecuária, supporting ROI in intensive systems 37 Então assim, a gente tá falando de um sistema dentro do ciclo de pecuária de corte, que é muito intensivo e curto, né, 100 a 120 dias. https://www.youtube.com/watch?v=6aZLlw2tOX8 36 Então, assim, se a gente passa ali os 20, 25 primeiros dias, que são a fase de adaptação, com esses animais performando abaixo do que eles poderiam, né, a gente está comprometendo aí um quarto do período total do confinamento e com consequências, como eu disse, durante o ciclo todo. https://www.youtube.com/watch?v=6aZLlw2tOX8 40 Então, igual eu comentei, até o produto que a gente utilizou nesse teste, uma especialidade nutricional da Fibro Saúde Animal, o nome do produto é NutraGen, basicamente o mecanismo de reação desse produto consiste em a gente colaborar para que aumente a expressão de alguns neutrófilos, como a L-selectina, que vai melhorar a resposta do animal do ponto de vista imunológico, fazendo com que o sistema imune do animal esteja preparado numa velocidade mais rápida para poder combater toda essa adversidade que a gente sabe que acontece durante a adaptação de confinamento. https://www.youtube.com/watch?v=6aZLlw2tOX8 38 Então assim, tendo isso, a gente tem uma melhoria na questão do consumo de matéria seca, os animais vão atingir um consumo de matéria seca num período desejado, o que a gente tem projetado para dentro do confinamento, numa velocidade mais rápida e consequentemente isso vai ter impacto em desempenho. https://www.youtube.com/watch?v=6aZLlw2tOX8 39 a gente obteu resultados em melhoria de performance no ganho de peso dos animais durante todo o ciclo de confinamento e uma melhoria também na eficiência alimentar. https://www.youtube.com/watch?v=6aZLlw2tOX8 .
- Camera‑only AI for cattle: single‑image smartphone weighing at ~96% accuracy today; muzzle/face ID at ~98–99% in holding‑study comparisons; target parity to scales (~98–99%) by mid‑next year. Reduced handling avoids ~2–3% shrink per chute event (≈two weeks to regain), with company‑estimated recoverable value near $260/head via precision management 34 So today you can basically go and download our iPhone app. It'll turn your camera into an AI vision sensor that basically is able to weigh those animals completely at about 96% accurate. https://www.youtube.com/watch?v=jvJ5iIniSps 33 Know your tag, no identification other than just the face and the muzzle print. And so far the results have been coming back from shoot to shoot. So muzzle to muzzle, about 98, 99 accurate in their holding study. And so we'll see at the end of this pilot what those results look like and we'll publish them for the public. https://www.youtube.com/watch?v=jvJ5iIniSps 72 We believe by mid next year, mid summer next year, that we'll be trending around 98, 99. Accurate. Okay. If not more precise, than a scale. A lot of reasons just come down to the information that goes into the model compared to what a scale gets is far different. https://www.youtube.com/watch?v=jvJ5iIniSps 71 And one of the numbers that kind of blew my mind was once we were at a partner ranch and there was a wet trying to do ultrasound there. And the numbers, he said, like just the act of wrangling and bringing them to the shoot to do the shoot work is going to cause about 2 to 3% of shrink and it'll take about two weeks for the cattle to gain that back. You do that twice in a season, it's like a whole month lost. https://www.youtube.com/watch?v=jvJ5iIniSps 32 You know, by some of the math that we've done coming in the space and obviously we're not experts, so y' all can educate us, but just paper nap and math across the entire value chain, something like weight alone is almost $260 a pound, sorry, $260 per head of additional profits because of shrink loss because of death related illnesses. When you can't manage the weighting practices, feed inefficiencies, water inefficiencies, which are all, you know, subcommitter attached to weight itself. And so when you think about those things in General, you know, $260 per head across the value chain is quite a bit of money that we could be Giving back to the system from just having something as simple as precision. https://www.youtube.com/watch?v=jvJ5iIniSps .
- Winter wheat pre‑emerge programs (costed): Sharpen (2 oz) delivers strong broadleaf burndown and residual; Pre‑Pare offers grass/broadleaf burndown plus residual at ~US$3/acre (ALS mode—won’t control ALS‑resistant weeds); Anthem Maxx (Zidua + Aim) helps when grasses resist ACCase/ALS; using a pre in wheat improves weed control and yield potential 83 If you want to use a pre-emerge herbicide this fall, you have 3 great options. First, if you are worried about broadleaves, use Sharpen herbicide. It has great burndown, and the 2-ounce rate has good residual. It is lights-out on almost any broadleaf including kochia, waterhemp, and the winter annuals. If your primary goal is to spend as little as possible, go with Pre-Pare. For around $3 per acre you can get good grass and broadleaf burndown and residual. The only drawback is Pre-Pare is an ALS herbicide, so it won’t kill ALS-resistant weeds. Finally, if you are having a tough time killing grasses with ACCase AND ALS chemistries, spray Anthem Maxx. It contains the active ingredient from Zidua, which is the only Group 15 labeled in wheat. It also has Aim, which is a great burndown product on broadleaves. Using a pre in wheat inexpensively boosts weed control, which leads to better yields.https://x.com/AgPhDMedia/status/1963227992768807104 .
- Bioinputs scale‑up (Brazil): treated area forecast at 155.4 million ha in 2024/25 (+13% y/y); some farms are adding on‑site biofactories to reduce chemical use and stabilize supply 29 Em todo o Brasil, segundo a CropLife Brasil, entidade que representa a indústria de P&D de bioinsumos, a área tratada deve alcançar, na atual safra 2024-2025, 155,4 milhões de hectares. um aumento de 13% em relação ao ciclo anterior. https://www.youtube.com/watch?v=SxA-Qs-n2Fg 12 E a gente tem intensificado muito o uso de biológico tanto nos tratamentos de semente como via pulverização. Inclusive instalamos há dois anos uma biofábrica aqui na fazenda para poder maximizar e utilizar mais esses produtos que têm contribuído para manter o potencial produtivo da cultura e também diminuindo o uso de defensivos agrícolas químicos. https://www.youtube.com/watch?v=SxA-Qs-n2Fg .
- Precision‑ag/tissue analytics: Helena’s AI360 portal consolidates soil/tissue, VRx and yield data; recurring tissue trends include boron, zinc, manganese shortfalls, informing responsive foliar programs 50 We have a precision ag portal called AI360, and we keep everything, data related to each specific farm and field, whether it's soil samples, tissue samples, crop variable rate, prescriptions, yield data, soil tests, fertility recs, everything is off that one portal. Every field's different, every acre is different, and every farming operation is different. And that's what it's challenging, but yet it's rewarding to be able to position the Helena acre in its various forms. https://www.youtube.com/watch?v=fAiEp1Q9fAA 48 We'll take all that data from all the different farmers and pull tissue samples on and we'll compile that into a big data. A lot of times, you know, you'll see trends of what nutrients, whether it's micro or macronutrients that are deficient. https://www.youtube.com/watch?v=fAiEp1Q9fAA 47 Boron zinc, manganese. And I think that's sometimes why we see some nice results out of our foliar fertilizer. Nutrition that addresses those specific nutrients that we tend to see. https://www.youtube.com/watch?v=fAiEp1Q9fAA .
Regional Developments
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United States
- Crop conditions strong; Allendale yield survey slightly under USDA (corn 187.5 vs 188.8; soy 53.3 vs 53.6). Early frost risk: mid‑30s°F across portions of the Upper Midwest; no widespread damage expected, but soybean canopy burn on top/edges likely 81 Very important for for us to note crop ratings in fact right now are the best in nine years for this specific week. And since the entire data Series started in 1986, this is the fourth best rating for this week. https://www.youtube.com/watch?v=IAiiehUeqkc 42 These are the fourth best since 1986, but these are still incredibly strong numbers for soybeans. This is the seventh best rating for this week since 1986. https://www.youtube.com/watch?v=IAiiehUeqkc 80 Numbers we found out as far as the corn side, 187.5 bushels per acre, only minimally below USDA's current 188.8. https://www.youtube.com/watch?v=IAiiehUeqkc 79 Same story for soybeans, 53.3 bushels an acre just right next to USDA is 53.6. https://www.youtube.com/watch?v=IAiiehUeqkc 86 You can see on this map the nighttime lows predicted for Thursday with some minimum lows in the mid-30s. https://www.youtube.com/watch?v=yLTOoa15yM0 85 Temperatures from the mid-30s into the lower-40s, fairly widespread for Thursday morning across the Dakotas, Nebraska, Iowa, Minnesota and Wisconsin, extending into parts of neighboring states. https://www.youtube.com/watch?v=yLTOoa15yM0 45 But again, with temperatures not expected to actually dip below the freezing market, except in some of the coldest spots, we do not expect to see any significant harm to immature corn and soybeans. https://www.youtube.com/watch?v=yLTOoa15yM0 46 We may have a burning back of the canopy, so think about a soybean field. You might have some burn back on the tops and the edges of the canopy. https://www.youtube.com/watch?v=yLTOoa15yM0 .
- Mississippi River: fourth year of low‑water headwinds during harvest; Memphis flagged as a near‑term constraint; ~80% of soybean exports move Sept–Feb, heightening sensitivity 58 Low levels for the major inland waterway have been a norm at harvest the last few years. Now, for the past three years, we've been dealing with low water conditions. We've had three harvests in a row that have somewhat been a nightmare. And it looks like we're heading into what could potentially be the fourth. https://www.youtube.com/watch?v=xsIaT26ycUs 59 This map shows St. Louis is projected to see declining water levels the next two weeks, but barges can still be loaded, the choke point. An emerging concern is at Memphis, where water levels are projected to go negative as early as this week. https://www.youtube.com/watch?v=xsIaT26ycUs 57 Still, Steenhook says nearly 80% of U.S. soybean exports are shipped from September through February. So if the trend continues, it could restrict barges and further hit prices, prices already depressed by the lack of China buying. And so when all of a sudden you've got a softening of demand, the last thing you want is for any additional profitability to be siphoned off because our transportation system is not operating at full capacity. https://www.youtube.com/watch?v=xsIaT26ycUs .
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Canada
- Market chatter highlights hot Ontario corn basis (localized tightness) 94 hearing Corn basis in Ontario is on 🔥https://x.com/GrainStats/status/1963292273321324977 .
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Russia/Black Sea
- Russia wheat exports guided at ~43–43.7 MMT; USDA projects ~22% global share this season 74 The outlook for Russian WE exports has increased. Consulting firm Sovicon raised its projection for this season's exports to 43.7 million metric tons, up from the prior estimate of 43.3. The upward revision was attributed to expectations of improved yields. Similarly, I Car increased its forecast last week to 43 million metric tons. The USDA projects Russia will be the largest global wheat exporter this season, accounting for nearly 22% of all global shipments. https://www.youtube.com/watch?v=xLYArUxUzsQ .
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Europe
- TTF gas funds net sold nine of ten weeks as storage refills with ample LNG; remaining fund length at 42 TWh, lowest since Apr 2024—an easing sign for nitrogen input risk into winter 68 INVESTMENT MANAGERS sold European benchmark TTF gas futures and options for the ninth time in ten weeks over the seven days ending on August 29. The region is set to complete refilling storage facilities smoothly before the heating season starts with plenty of LNG available. Fund managers have sold the equivalent of 148 terawatt-hours (TWh) since June 20. The remaining position had been cut to just 42 TWh, the lowest for sixteen months since April 2024:https://x.com/JKempEnergy/status/1963178864655360301 .
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Brazil
- RS weather: 50–100 mm (locally >100 mm) in 24 hours, with 100 km/h wind and hail risk—expect fieldwork disruption and potential damage 20 Os acumulados de chuva em 24 horas no estado gaúcho podem ultrapassar os 100 milímetros. https://www.youtube.com/watch?v=R6S0wqYmXT4 19 Então, todo o centro-sul do Rio Grande do Sul pode ter 100 milímetros em 24 horas a partir desta quarta-feira. https://www.youtube.com/watch?v=R6S0wqYmXT4 18 Então as rajadas podem passar de 100 km por hora e o volume de chuva pode passar de 100 mm em 24 horas. https://www.youtube.com/watch?v=R6S0wqYmXT4 .
- Power costs: ANEEL kept red tariff flag (patamar 2) for September; bills ~13% higher, likely extending through October until reservoir recovery with heavier Oct–Nov rains 24 Por conta disso, a Agência Nacional de Energia Elétrica anunciou na semana passada a manutenção da bandeira tarifária vermelha patamar 2 para setembro. https://www.youtube.com/watch?v=kkLS2EQB2OA 23 Então continuamos aí com os consumidores que vão pagar uma conta de luz em média 13% mais cara. https://www.youtube.com/watch?v=kkLS2EQB2OA 22 Eles sinalizaram bandeira vermelha em setembro, mas é uma bandeira que deve se estender ao menos até outubro. https://www.youtube.com/watch?v=kkLS2EQB2OA 21 Então praticamente até recuperar o potencial hidrelétrico a gente vai ter praticamente 45, 60 dias pagando a conta mais cara. https://www.youtube.com/watch?v=kkLS2EQB2OA .
- Poultry exports: despite quick control of an isolated HPAI case, China/EU have not resumed some imports; exports eased ~2%, with domestic chicken prices down ~15–17% amid higher internal supply 28 Apesar do caso já ter sido superado, China e União Europeia não retomaram as importações da carne de frango do Brasil. https://www.youtube.com/watch?v=Aq4S4gAbR2w 27 O que nós íamos exportando em média de 420, 430 mil toneladas por mês, caísse aí para um nível de 350, 360 mil toneladas. https://www.youtube.com/watch?v=Aq4S4gAbR2w 26 Queda de 2% na exportação da proteína e recuo de 15% a 17% no preço da carne de frango aqui no mercado interno. https://www.youtube.com/watch?v=Aq4S4gAbR2w .
- Trade: a U.S. hearing is reviewing Brazil trade relations; Brazil extended drawback tax relief 12 months for firms hit by the U.S. 50% “tarifaço,” allowing redirection of sales while measures are contested 53 Em meio a isso, ontem o governo brasileiro publicou uma portaria que regulamenta mais uma medida contra o tarifaço norte-americano. https://www.youtube.com/watch?v=YlLH-8PC-ok 52 Essa portaria prorroga por um ano o prazo de desoneração tributária do drawback para empresas afetadas com a medida de Donald Trump. https://www.youtube.com/watch?v=YlLH-8PC-ok 51 Durante esses 12 meses de prorrogação, as vendas poderão ser direcionadas tanto para os Estados Unidos quanto a outros mercados. https://www.youtube.com/watch?v=YlLH-8PC-ok .
- Dairy structure (RS): producer count fell ~70% over ~10 years (≈84k to ≈28k); statewide output stagnates near 4 bn L/year, while productivity per cow rose to ~17 L/day 4 A Emater Gaúcha divulgou durante a Expo Inter o relatório socioeconômico da cadeia produtiva do leite. Destaque para uma nova queda no número de produtores. Em contrapartida, um aumento da produtividade. Os dados foram coletados e compilados pela EMATER em todos os municípios gaúchos. Entre as principais informações está a queda no número de produtores. Há cerca de 10 anos eram 84 mil propriedades na atividade e agora são apenas 28 mil, uma queda de quase 70% no número de produtores. Entre os motivos principais estão a escassez de mão de obra nas propriedades e a precificação do leite, que é muito instável. Outros dados importantes divulgados mostram que a produção do Estado está estagnada em cerca de 4 bilhões de litros por ano. Mas, por outro lado, a produtividade vem aumentando com vacas mais produtivas, o que se chama de eficiência leiteira. https://www.youtube.com/watch?v=3yo_nKJb2DM 3 Há cerca de 10 anos eram 84 mil propriedades na atividade e agora são apenas 28 mil, uma queda de quase 70% no número de produtores. Entre os motivos principais estão a escassez de mão de obra nas propriedades e a precificação do leite, que é muito instável. Outros dados importantes divulgados mostram que a produção do Estado está estagnada em cerca de 4 bilhões de litros por ano. https://www.youtube.com/watch?v=3yo_nKJb2DM 2 Mas, por outro lado, a produtividade vem aumentando com vacas mais produtivas, o que se chama de eficiência leiteira. Para se ter ideia, a média de produtividade por vaca subiu para 17 litros por dia. Isso é quase 4% a mais em relação a dois anos atrás, quando foi feito o último levantamento. e os rebanhos estão menores, uma média de 25 vacas. Agora, o volume médio de produção diária praticamente dobrou em uma década, saindo de 137 litros para 363 litros. https://www.youtube.com/watch?v=3yo_nKJb2DM .
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Japan
- Brazil concluded tariff talks to open exports of animal‑fat based products; Japan was Brazil’s 7th largest ag market in 2024 (US$3.3 bn) 13 O Ministério da Agricultura concluiu as negociações tarifárias com o governo do Japão para exportação de produtos à base de gordura de aves, suínos e bovinos. Em 2024, o Japão foi o sétimo maior destino dos produtos agrícolas brasileiros, totalizando US$ 3,3 bilhões. https://www.youtube.com/watch?v=utxIKqC6RPg .
Best Practices (Actionable)
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Wheat (fall pre‑emerge; U.S.)
- Target weed spectrum and resistance status: Sharpen (broadleaves incl. kochia/waterhemp; 2 oz residual), Pre‑Pare (~US$3/acre; grass/broadleaf but ALS‑susceptible only), Anthem Maxx (Zidua + Aim) where ACCase/ALS grass control is weak 83 If you want to use a pre-emerge herbicide this fall, you have 3 great options. First, if you are worried about broadleaves, use Sharpen herbicide. It has great burndown, and the 2-ounce rate has good residual. It is lights-out on almost any broadleaf including kochia, waterhemp, and the winter annuals. If your primary goal is to spend as little as possible, go with Pre-Pare. For around $3 per acre you can get good grass and broadleaf burndown and residual. The only drawback is Pre-Pare is an ALS herbicide, so it won’t kill ALS-resistant weeds. Finally, if you are having a tough time killing grasses with ACCase AND ALS chemistries, spray Anthem Maxx. It contains the active ingredient from Zidua, which is the only Group 15 labeled in wheat. It also has Aim, which is a great burndown product on broadleaves. Using a pre in wheat inexpensively boosts weed control, which leads to better yields.https://x.com/AgPhDMedia/status/1963227992768807104 .
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Corn/Soy (U.S.)
- Disease scouting: Watch for Tar Spot and Southern Rust; align fungicide timing. Consider adjuvants (e.g., Sidewinder) on hot days to limit evaporation and improve canopy penetration 82 This week’s BASF Disease Report: Tar Sport and Southern Rust. #AgPhDRadio #BASFinAg @ BASFAgProducts #Adhttps://x.com/AgPhDMedia/status/1963329410473328649 61 You know, when we're going out with our fungicide applications, it's about like it is now, 100 degree day. Whether it's going out through a aerial application, whether it's going through a drone, a plane, or even through a ground rig. One of the things that the obstacles you face, one is evaporation. How fast is that water going to, you know, evaporate out? And then what's that doing to the active that's just sitting there? And then the other thing is if you're going out with a fungicide, you want good coverage. You want it to get down into that canopy, get down into the lower area. And that's where a product like Sidewinder helps to help reduce that evaporation. https://www.youtube.com/watch?v=7oDR8KOKvPM .
- Low‑water logistics: Pre‑book barge/rail slots, plan lighter drafts and staging around Memphis/St. Louis constraints during Sept–Feb export window 57 Still, Steenhook says nearly 80% of U.S. soybean exports are shipped from September through February. So if the trend continues, it could restrict barges and further hit prices, prices already depressed by the lack of China buying. And so when all of a sudden you've got a softening of demand, the last thing you want is for any additional profitability to be siphoned off because our transportation system is not operating at full capacity. https://www.youtube.com/watch?v=xsIaT26ycUs 59 This map shows St. Louis is projected to see declining water levels the next two weeks, but barges can still be loaded, the choke point. An emerging concern is at Memphis, where water levels are projected to go negative as early as this week. https://www.youtube.com/watch?v=xsIaT26ycUs .
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Tissue‑guided nutrition (U.S.)
- Pull paired tissue samples (weak vs. strong zones) to pre‑empt visible deficiencies; frequent shortfalls: B, Zn, Mn—support with targeted foliar where warranted 49 So the first thing you're going to want to do when you pull this tissue sample is look at it. And if you can't identify what the nutrient deficient is, you better send it into the lab. So that's pretty. I say that somewhat jokingly or sarcastically because a lot of times by the time you see a deficiency, it's already too late. So if you see a nitrogen deficiency, you've probably already given up some yield or it's high time you get out there and do something. So what a tissue sample will do is give you a little bit of a heads up as to what's going on in the plant. Maybe before a deficiency ever even shows up, it can be used diagnostically too. Sometimes you'll have. What I really like to do is take a spot that looks tough on a field and then take a spot that looks really good in the field and diagnose between the two. So you take them in a couple different spots and then you compare and contrast. https://www.youtube.com/watch?v=fAiEp1Q9fAA 47 Boron zinc, manganese. And I think that's sometimes why we see some nice results out of our foliar fertilizer. Nutrition that addresses those specific nutrients that we tend to see. https://www.youtube.com/watch?v=fAiEp1Q9fAA .
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Beef feedlots (Brazil/LatAm; applicable globally)
- Treat adaptation (first 20–25 days) as a discrete phase: steady bunk management, minimize social/thermal stress, and consider immunomodulatory nutrition from day 1 to accelerate DMI normalization and reduce morbidity 36 Então, assim, se a gente passa ali os 20, 25 primeiros dias, que são a fase de adaptação, com esses animais performando abaixo do que eles poderiam, né, a gente está comprometendo aí um quarto do período total do confinamento e com consequências, como eu disse, durante o ciclo todo. https://www.youtube.com/watch?v=6aZLlw2tOX8 35 Então, assim, é fundamental com que a gente tenha uma estratégia para que esses animais, desde o dia 1 de confinamento, eles possam se adaptar a essas situações fisiológicas e comportamentais na velocidade mais rápida possível para que eles desempenhem todo o seu potencial genético aliado com a nutrição e, igual eu disse, tendo o sistema imune preparado para poder fazer o papel dele aí, não tem nenhuma intercorrência que comprometa esse desempenho. https://www.youtube.com/watch?v=6aZLlw2tOX8 40 Então, igual eu comentei, até o produto que a gente utilizou nesse teste, uma especialidade nutricional da Fibro Saúde Animal, o nome do produto é NutraGen, basicamente o mecanismo de reação desse produto consiste em a gente colaborar para que aumente a expressão de alguns neutrófilos, como a L-selectina, que vai melhorar a resposta do animal do ponto de vista imunológico, fazendo com que o sistema imune do animal esteja preparado numa velocidade mais rápida para poder combater toda essa adversidade que a gente sabe que acontece durante a adaptação de confinamento. https://www.youtube.com/watch?v=6aZLlw2tOX8 .
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Broilers (Export markets: CN/EU sensitive)
- Reduce viral arthritis risks to protect carcass value (notably feet for collagen markets in China): evaluate ~10% of birds at 33–35 days; maintain dry litter (fermentation, crust removal), correct drinker/feeder heights to encourage movement; use antipyretics at 20–25 days to mitigate inflammatory pain (symptomatic only) 44 Nós fazemos uma avaliação nesse frango entre 33 a 35 dias. É onde a gente avalia as juntas do frango para ver se ele tem artrite ou não. Então, a gente faz uma avaliação de mais ou menos 10% desse lote. https://www.youtube.com/watch?v=SBOUmbN0mqQ 11 A infecção viral dentro do aviário. Então a gente começa com procedimentos de fermentação de cama, manejo de cama, retirada de cascão, retirando o máximo de umidade dessa cama nos intervalos. Durante o lote, o produtor trabalha muito com a ambiência, porque a gente, como a gente já tem às vezes esse problema instalado, a gente tem que evitar que o frango diminua a imunidade e que entre outros fatores patológicos, Então a gente trabalha com ambiência, boa ventilação, bom aquecimento, regulagem de equipamentos sempre adequado à idade da ave, para que a ave não precise deitar ou sentar para comer e nem se agachar para beber essa água. https://www.youtube.com/watch?v=SBOUmbN0mqQ 43 Os equipamentos, como os comedouros e bebedouros, devem estar regulados conforme a idade do frango. Um comedor baixo e um bebedouro baixo fazem com que essa ave não se movimente. Então, ela tende a ficar sempre mais parada, onde esse problema de articulação pode aumentar. https://www.youtube.com/watch?v=SBOUmbN0mqQ 10 Hoje não existe antibiótico que mate qualquer tipo de vírus, né? Então hoje o que a gente usa, ele é um antitérmico. O que esse antitérmico faz? ele diminui essa dor no frango e esse processo inflamatório que faz as articulações. Então a gente usa aí numa idade entre 20 a 25 dias para diminuir esse processo inflamatório. https://www.youtube.com/watch?v=SBOUmbN0mqQ 9 A inflamação nas articulações pode condenar a carcaça do animal, tendo a perda de um importante produto para exportação, o pé de frango. Hoje o pé de frango vale quase mais do que um peito de frango, né? Por conta, principalmente o país onde a gente mais vende pés, seria a China, né? Por conta hoje que a gente fala da questão do colágeno, né? O pé é um dos maiores, aí que tem maior concentração de colágeno, né? https://www.youtube.com/watch?v=SBOUmbN0mqQ .
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Soil/water (global)
- Deep‑rooted, diverse systems improve infiltration (“soil as a sponge”); avoid chronic mowing/clip removal that limits root depth and organic matter accrual 96 Healthy prairie soil acts like a sponge. Deep roots and active biology create space for water to move, settle, and recharge the ground below.https://www.reddit.com/r/Soil/comments/1n80gfw/ 95 Now compare that to compacted yards, bare patches, or drained fields. Water runs off. Flooding rises. Streams choke with sediment.https://www.reddit.com/r/Soil/comments/1n80gfw/ 97 I’d say the regular cutting is a highly significant factor here. You have to let the grass grow up before it can push its roots down. And cutting only gets worse if the clippings are removed because Ietting bulk vegetation decompose in place is the biggest soil booster.https://www.reddit.com/r/Soil/comments/1n80gfw/comment/ncbpsds/ . No‑till with diversified rotations/cover crops preserves soil biology; Brix tracking via refractometer can proxy plant nutritional status and guide grazing (move later in day for higher Brix) 63 One of the worst things you can do for your home garden is to till it. Yet most gardeners go out there and use a rototiller and till their garden. And I'm like, you're destroying the home for the very biology that would provide you food. Higher nutrient density. Don't do that. Our garden hasn't been tilled in over 30 years. No reason to till it. https://www.youtube.com/watch?v=IjpwnYQV_JY 25 So we use refractometers and measure bricks on all of our clients fields. And what we find as you improve soil health aggregation, the nutrient cycle, you get the biology working, Brix content goes up substantially. And once you get brix content up, then the incidence of disease, et cetera, lower significantly. And so we work with that all the time. So I would think that. So a higher brix content, wouldn't that imply more energy in the. And it's a measure of dissolved solids in liquid. And we've taken it to where, okay, your brix levels will increase later in the day because the plants are photosynthesizing more. And so we found that actually if you're grazing animals, that's where your income from comes from. Or you know, even in a dairy animal, you'll get better production if you move those animals to a new pasture later in the day. So we can actually increase the profitability on people's farms just by when they move their animal, according to Sunshine. And as you advance soil health, brix levels go up. We've documented the average daily gain. For instance, if you're grazing beef animals, we can increase average daily gain significantly, multiple pounds per day just by having healthier soil, higher brix plants. https://www.youtube.com/watch?v=IjpwnYQV_JY 64 And we've taken it to where, okay, your brix levels will increase later in the day because the plants are photosynthesizing more. And so we found that actually if you're grazing animals, that's where your income from comes from. Or you know, even in a dairy animal, you'll get better production if you move those animals to a new pasture later in the day. So we can actually increase the profitability on people's farms just by when they move their animal, according to Sunshine. https://www.youtube.com/watch?v=IjpwnYQV_JY .
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Spray efficacy (U.S.)
- Pre‑emerge deposition aids (e.g., Grounded) can improve active binding to soil in variable rainfall; adjust adjuvants to weather for consistent control 62 Let's talk about grounded, because it does help me overcome some of those challenges maybe in a season like this one. So grounded is a deposition age. So it's designed primarily for our pre emergent herbicide applications. It's an oil based product and really what the best way to describe it is. It's helping to solubilize the active ingredient, the material that you're putting down, helping to bond it to the soil. https://www.youtube.com/watch?v=7oDR8KOKvPM .
Input Markets
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Fertilizer/energy
- Producer stress around “no affordable fertilizer” aligns with energy‑linked cost pressures; European gas storage/LNG outlook has improved, easing some winter nitrogen risk, while North American liquids output and strong summer product demand highlight fuel dynamics 65 All this bullshit being thrown about and yet no affordable fertilizer.https://www.reddit.com/r/Agriculture/comments/1n7fd47/comment/nc8cm75/ 68 INVESTMENT MANAGERS sold European benchmark TTF gas futures and options for the ninth time in ten weeks over the seven days ending on August 29. The region is set to complete refilling storage facilities smoothly before the heating season starts with plenty of LNG available. Fund managers have sold the equivalent of 148 terawatt-hours (TWh) since June 20. The remaining position had been cut to just 42 TWh, the lowest for sixteen months since April 2024:https://x.com/JKempEnergy/status/1963178864655360301 67 North American petroleum liquids production rose by +597 kbpd m/m to 30,223 kbpd in June (+686 kbpd y/y) given a fresh surge of US production, which pushed US crude output to fresh all-time highs, as well as a rebound in Canadian oil sands supply. However, an accelerating contraction in Mexican production robbed North America of a fresh continental output high-water mark.https://www.commoditycontext.com/p/north-american-oil-data-deck-september-2025 66 Continental petroleum product demand also rose aggressively into summer driving season, with US demand reaching the highest level for June in two decades; Mexican demand looked exceptionally strong but was likely driven by bottled up product supplies trapped on site of the new Dos Bocas refinery and Canadian demand rose seasonally but down slightly y/y.https://www.commoditycontext.com/p/north-american-oil-data-deck-september-2025 .
- Brazil electricity: red tariff flag adds ~13% to bills; thermoelectric dispatch likely through October, raising irrigation, drying and processing costs 24 Por conta disso, a Agência Nacional de Energia Elétrica anunciou na semana passada a manutenção da bandeira tarifária vermelha patamar 2 para setembro. https://www.youtube.com/watch?v=kkLS2EQB2OA 23 Então continuamos aí com os consumidores que vão pagar uma conta de luz em média 13% mais cara. https://www.youtube.com/watch?v=kkLS2EQB2OA 21 Então praticamente até recuperar o potencial hidrelétrico a gente vai ter praticamente 45, 60 dias pagando a conta mais cara. https://www.youtube.com/watch?v=kkLS2EQB2OA .
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Crop protection/seed
- Wheat pre program cost reference: Pre‑Pare ~US$3/acre; pair with chemistry appropriate to resistance profile 83 If you want to use a pre-emerge herbicide this fall, you have 3 great options. First, if you are worried about broadleaves, use Sharpen herbicide. It has great burndown, and the 2-ounce rate has good residual. It is lights-out on almost any broadleaf including kochia, waterhemp, and the winter annuals. If your primary goal is to spend as little as possible, go with Pre-Pare. For around $3 per acre you can get good grass and broadleaf burndown and residual. The only drawback is Pre-Pare is an ALS herbicide, so it won’t kill ALS-resistant weeds. Finally, if you are having a tough time killing grasses with ACCase AND ALS chemistries, spray Anthem Maxx. It contains the active ingredient from Zidua, which is the only Group 15 labeled in wheat. It also has Aim, which is a great burndown product on broadleaves. Using a pre in wheat inexpensively boosts weed control, which leads to better yields.https://x.com/AgPhDMedia/status/1963227992768807104 .
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Feed
- International soybean meal flows remain active (185,000 MT sale to Philippines for MY 2025/26), supporting meal demand and crush margins 93 Private exporters reported sales of 185,000 MT of soybean cake and meal for delivery to the Philippines during MY 2025/2026. https://ow.ly/Jw7v50WQiY9https://x.com/USDAForeignAg/status/1963225815698522430 69 https://ow.ly/Jw7v50WQiY9https://x.com/USDAForeignAg/status/1963225815698522430 .
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Biologicals
- Brazil bioinputs area +13% to 155.4m ha in 2024/25; some farms report on‑site biofactories to stabilize supply and cut chemical use 29 Em todo o Brasil, segundo a CropLife Brasil, entidade que representa a indústria de P&D de bioinsumos, a área tratada deve alcançar, na atual safra 2024-2025, 155,4 milhões de hectares. um aumento de 13% em relação ao ciclo anterior. https://www.youtube.com/watch?v=SxA-Qs-n2Fg 12 E a gente tem intensificado muito o uso de biológico tanto nos tratamentos de semente como via pulverização. Inclusive instalamos há dois anos uma biofábrica aqui na fazenda para poder maximizar e utilizar mais esses produtos que têm contribuído para manter o potencial produtivo da cultura e também diminuindo o uso de defensivos agrícolas químicos. https://www.youtube.com/watch?v=SxA-Qs-n2Fg .
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Price checkpoints (Brazil)
- Soybeans R$134/sack (RS), corn R$50/sack (MT), cotton R$128.91 (BA); wheat R$1,350/t (PR) 16 No mercado físico, a saca da soja no Rio Grande do Sul cotada a R$ 134, hoje uma queda de R$ 1. Milho estável em Mato Grosso a R$ 50, café arábica no sul de Minas entre R$ 2.280 e R$ 2.285 estável. Algodão Pequena Queda, cotado a R$128,91 lá na Bahia. O trigo, R$1.350,00 a tonelada no Paraná, vem caindo o trigo, hein? R$30,00 hoje por tonelada, a perda. E o boi gordo de Anassatuba, R$315,00. https://www.youtube.com/watch?v=3yo_nKJb2DM .
Forward Outlook
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U.S. row crops
- Monitor frost pockets this week (limited damage risk) and river stages; soy export execution Oct–Dec (into Jan) is pivotal amid a thin U.S. book—watch weekly sales/inspections closely 45 But again, with temperatures not expected to actually dip below the freezing market, except in some of the coldest spots, we do not expect to see any significant harm to immature corn and soybeans. https://www.youtube.com/watch?v=yLTOoa15yM0 60 Happening right now, transportation officials are keeping a close watch on the Mississippi River. https://www.youtube.com/watch?v=xsIaT26ycUs 73 As we move forward here and as we get into harvest and post harvest in the United States, the soybean shipment number is going to be very interesting because we have very few soybean export sales on the books. Our typical prime window for shipping soybeans out of the United States is immediately post harvest. October, November, December, a little bit into January and then Brazil takes over. So it's, it's going to be interesting. We, we need to sell more beans on the export market. It's, it's a huge problem. I think that the, the market yesterday, beans were down. https://www.youtube.com/watch?v=xLYArUxUzsQ .
- Wheat remains burdened by Black Sea supply; rallies likely require export or weather catalysts 74 The outlook for Russian WE exports has increased. Consulting firm Sovicon raised its projection for this season's exports to 43.7 million metric tons, up from the prior estimate of 43.3. The upward revision was attributed to expectations of improved yields. Similarly, I Car increased its forecast last week to 43 million metric tons. The USDA projects Russia will be the largest global wheat exporter this season, accounting for nearly 22% of all global shipments. https://www.youtube.com/watch?v=xLYArUxUzsQ .
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Logistics
- Mississippi low water may necessitate draft restrictions and induce basis/freight volatility into harvest—plan alternate modes where feasible 59 This map shows St. Louis is projected to see declining water levels the next two weeks, but barges can still be loaded, the choke point. An emerging concern is at Memphis, where water levels are projected to go negative as early as this week. https://www.youtube.com/watch?v=xsIaT26ycUs .
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Energy/inputs (EU/NA)
- European gas fundamentals look looser into winter (storage + LNG), a modest positive for nitrogen pricing risk 68 INVESTMENT MANAGERS sold European benchmark TTF gas futures and options for the ninth time in ten weeks over the seven days ending on August 29. The region is set to complete refilling storage facilities smoothly before the heating season starts with plenty of LNG available. Fund managers have sold the equivalent of 148 terawatt-hours (TWh) since June 20. The remaining position had been cut to just 42 TWh, the lowest for sixteen months since April 2024:https://x.com/JKempEnergy/status/1963178864655360301 . Oil markets remain sensitive to geopolitics and OPEC+ policy, influencing diesel costs 8 No campo geopolítico, o conflito entre Rússia e Ucrânia continua sem perspectiva de cessar fogo, o que elevou o petróleo. https://www.youtube.com/watch?v=bCWcbyWqLBk 7 Há especulações de que a OPEP+, não aumentará a produção, reforçando a pressão nos preços da commodity. https://www.youtube.com/watch?v=bCWcbyWqLBk .
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Brazil seasonality
- Central‑North rains are expected to rebuild meaningfully from mid‑October, with stronger reservoir recharge into November—power tariffs should ease as hydro recovers; until then, budget for elevated energy costs (~45–60 days) 1 Então, nos próximos 30 dias, mal chove na região, chuvas muito passageiras para o final do mês, que não representam uma reversão do quadro de déficit hídrico. A partir da segunda quinzena de outubro, a gente começa a ter uma chuva mais volumosa, não vai resolver no primeiro momento, porque precisa chover bem, uns 100, 150, 200 milímetros. Isso só deve ocorrer mesmo a partir de novembro, passando de 200mm a chuva. Ou seja, é bandeira vermelha por pelo menos mais dois meses, um mês, 30, 45 dias. https://www.youtube.com/watch?v=3yo_nKJb2DM 21 Então praticamente até recuperar o potencial hidrelétrico a gente vai ter praticamente 45, 60 dias pagando a conta mais cara. https://www.youtube.com/watch?v=kkLS2EQB2OA .
- Southern Brazil (RS) faces short‑term storm/hail/flood disruptions; after frontal passage, totals normalize (~10 mm), but near‑term fieldwork impacts persist 17 Após isso, a tendência da chuva ter patamares de normalidade, que são chuvas na casa dos 10 milímetros. https://www.youtube.com/watch?v=R6S0wqYmXT4 19 Então, todo o centro-sul do Rio Grande do Sul pode ter 100 milímetros em 24 horas a partir desta quarta-feira. https://www.youtube.com/watch?v=R6S0wqYmXT4 .
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Trade policy
- U.S.–Brazil: drawback relief extended 12 months while a 50% tariff measure is reviewed in Washington; exporters can redirect flows in the interim. Japan market opening for animal‑fat derivatives offers diversification 52 Essa portaria prorroga por um ano o prazo de desoneração tributária do drawback para empresas afetadas com a medida de Donald Trump. https://www.youtube.com/watch?v=YlLH-8PC-ok 51 Durante esses 12 meses de prorrogação, as vendas poderão ser direcionadas tanto para os Estados Unidos quanto a outros mercados. https://www.youtube.com/watch?v=YlLH-8PC-ok 13 O Ministério da Agricultura concluiu as negociações tarifárias com o governo do Japão para exportação de produtos à base de gordura de aves, suínos e bovinos. Em 2024, o Japão foi o sétimo maior destino dos produtos agrícolas brasileiros, totalizando US$ 3,3 bilhões. https://www.youtube.com/watch?v=utxIKqC6RPg .
“Each extra day of efficient adaptation counts in a 100–120 day feedlot cycle.” 37 Então assim, a gente tá falando de um sistema dentro do ciclo de pecuária de corte, que é muito intensivo e curto, né, 100 a 120 dias. https://www.youtube.com/watch?v=6aZLlw2tOX8



Market Movers
Grains & Oilseeds Soybean markets have been pressured by ongoing US-China trade uncertainty and a wetter forecast in the US, which has reduced risk premiums 46 We're weather was another big thing and I think this is where with my clients I really talked a lot about the idea that this is mainly a weather market for soybeans. We had to have some good news with China in the US if we got rains in the forecast and that's essentially what we got as the models turned wetter, especially the American model. And with that US China negotiations not really going anywhere when we came back from the three day weekend, I think those are the two big drivers to the downside and the fact that we went down to last week's lows in September. https://www.youtube.com/watch?v=ourRBCsxMMs . China’s absence from new-crop US purchases has contributed to soybean export sales being the second worst in a decade 55 Corn export sales for the current marketing year are the second best in the past decade, but soybeans are the second worst, mainly because China has yet to book any new crop purchases. https://www.youtube.com/watch?v=_lhwKKwP6oM . One report suggests China is now using a device to identify the origin of produce, banning American soybeans and warning other suppliers against mixing them in 43 That had changed. China has a new devise that will identify where the produce is grown. America stuff is banned. They rejected loads that had American soybeans mixed in. The countries that did that were warned to not do that again or lose their contracts. Lots of stuff list with the trade war. China signed 20 year contracts so it will be a while before there is another crack at selling. Not good. Have to see what else a farm can do to generate money.https://www.reddit.com/r/Agriculture/comments/1n75jyp/comment/nc5c81j/ .
Corn prices have found support from strong demand, with US export inspections running approximately 29% ahead year-over-year, and a recent 1.4 million metric ton week 45 Yeah, I would say that it's still about demand because the spreads are suggesting that we saw the September turn and I felt like it turned very quickly to the upside after those export inspections came out. Another 1.4 million metric ton week. We're still almost 29% ahead on the marketing year, which is getting ready to end here in the next couple of weeks. https://www.youtube.com/watch?v=ourRBCsxMMs . However, the market is weighing this against significant supply risks from a flash drought and disease pressure in the central and western Corn Belt 44 I think your idea about the crop situation and the supply going down because of disease pressure in the central and western corn belt and also the flash drought in the central corn belt, which I witnessed over the past weekend with my own two eyes, I think that's probably coming up here starting this week. And I'm going to be watching those crop conditions very closely to see if they do decline maybe more than what the trade was thinking. https://www.youtube.com/watch?v=ourRBCsxMMs . In Brazil, corn demand is primarily being driven by strong domestic consumption, particularly for ethanol production 60 Farmers are selling, domestic demand is stouthttps://goddessofgrain.substack.com/p/grains-in-context-september-2-2025 59 Ethanol demand has grown significantlyhttps://goddessofgrain.substack.com/p/grains-in-context-september-2-2025 . A recent technical analysis suggests the harvest low for corn may be in, with key resistance at $4.35 63 Is the harvest low in for corn? 🌽https://x.com/MarketMinuteLLC/status/1963020540773355854 62 $4.35 also happens to be a key area of support from spring. Now viewed as resistancehttps://x.com/MarketMinuteLLC/status/1963020540773355854 .
Livestock The US cattle market remains strong, driven by tight supplies in Texas resulting from 10 months of record-low placements due to border closures 42 But the tightness in the supply of cattle, especially in Texas is becoming very real. And how can it not? 10 months of record low placements because of the border being closed are starting to show up in these feed yards and show up in the Fed. And the Fed catt been hearing some anecdotal stories about cattle being exported from the north to the south, you know, to fund those plants down there. https://www.youtube.com/watch?v=CRYAGvczato . The cash feeder market is described as being “on fire,” which is supporting futures 41 The tightness that you talk about in terms of supplies down in the south is part of the reason that the cash feeder market has been on fire. And that in turn has kind of a catalyst here for this market, hasn't it? Without a doubt. To me, the cash feeder market, you can't, you have to, you have to bring it up when you're talking about cattle, whether you're talking about just the feeder cattle or the live cattle. Incredible strength in the cash feeder cattle market. I'm running out of adjectives to describe how that is. https://www.youtube.com/watch?v=CRYAGvczato . In Brazil, the fat cattle (boi gordo) market is finding equilibrium after a recent price run-up. Strong exports, which surpassed 210,000 tonnes in August, are providing support, with expectations of a recovery in Chinese imports in the second half of the year 5 O boi gordo tem baixas pontuais nesta terça-feira, mas as exportações fortes mantém mercado sustentado. Quem comenta esse assunto é o Guilherme Ianchi, que é analista de mercado da Datagro, nossa parceira aqui no RN toda terça e quinta-feira. Olá, amigos do canal Rural, sempre um prazer dividir um pouco da nossa visão de mercado aqui com vocês. Estamos entrando na primeira semana de setembro com o mercado do Boiba bastante equilibrado, parece que aquela alta que saiu dos R$290,00, rompeu os R$300,00, encostou nos R$310,00, R$12,00, R$13,00, está agora ali perdendo alguma força, todo mundo se estudando, mercado futuro que vinha alavancando um crescimento interessante, chegamos a ver o contrato de outubro batendo ele perto dos 340, agora volta ele para os 25, 20 e pouquinhos, então eu acho que a gente está de novo se aproximando de um ponto de equilíbrio, enquanto no primeiro momento as escalas curtas se somavam às exportações aquecidas, parece que essa alta de preço já estimulou uma entrega de animais terminados e hoje algumas praças começam a esboçar programações de abate um pouquinho mais esticadas, então a oferta reage a curto prazo e com a oferta reagindo obviamente isso limita um pouco o potencial de alta dos preços, ainda que nas exportações a gente tenha um resultado impressionante pra gente falar. Praticamente um recorde no fechamento parcial de agosto, amanhã a gente vai ter a confirmação dele muito provavelmente. Chegamos a superar os 210 mil toneladas contra cerca de 217 mil toneladas no mesmo mês do ano passado, pra agosto. E aí agora todo mundo aguarda o segundo semestre, no qual muito provavelmente teremos uma recuperação das importações chinesas, tem sido um grande impulso das nossas vendas externas nesses últimos meses agora, superando temores de tarifaço, estão mandando aquela carne que ia para os Estados Unidos para outros destinos, parece que aquela dificuldade num primeiro momento vai aos poucos sendo cada vez mais superada e se consolidando. Agora é tomar cuidado com o que pode limitar essa alta, que já é sazonalmente esperada. O dólar um pouco mais baixo pode ser algo importante para considerar, apesar de o preço da exportação estar subindo. https://www.youtube.com/watch?v=35ZFAPwEa7M 4 Praticamente um recorde no fechamento parcial de agosto, amanhã a gente vai ter a confirmação dele muito provavelmente. Chegamos a superar os 210 mil toneladas contra cerca de 217 mil toneladas no mesmo mês do ano passado, pra agosto. E aí agora todo mundo aguarda o segundo semestre, no qual muito provavelmente teremos uma recuperação das importações chinesas, tem sido um grande impulso das nossas vendas externas nesses últimos meses agora, superando temores de tarifaço, estão mandando aquela carne que ia para os Estados Unidos para outros destinos, parece que aquela dificuldade num primeiro momento vai aos poucos sendo cada vez mais superada e se consolidando. https://www.youtube.com/watch?v=35ZFAPwEa7M . However, a lower dollar and full confinements—supported by a highly favorable cattle-to-corn price ratio—may limit further price increases 3 O dólar um pouco mais baixo pode ser algo importante para considerar, apesar de o preço da exportação estar subindo. Os confinamentos estão muito cheios, a relação de troca do boi gordo com o mírio está altamente favorável nesse momento. tomar um certo cuidado porque apesar de o mercado estar apontando um pouco na direção da sua recuperação sazonal, ele tem em si limitações importantes pra gente considerar, é hora de se planejar que esse mercado do boi tá realmente interessante de acompanhar. https://www.youtube.com/watch?v=35ZFAPwEa7M 2 Estamos entrando na primeira semana de setembro com o mercado do Boiba bastante equilibrado, parece que aquela alta que saiu dos R$290,00, rompeu os R$300,00, encostou nos R$310,00, R$12,00, R$13,00, está agora ali perdendo alguma força, todo mundo se estudando, mercado futuro que vinha alavancando um crescimento interessante, chegamos a ver o contrato de outubro batendo ele perto dos 340, agora volta ele para os 25, 20 e pouquinhos, então eu acho que a gente está de novo se aproximando de um ponto de equilíbrio, enquanto no primeiro momento as escalas curtas se somavam às exportações aquecidas, parece que essa alta de preço já estimulou uma entrega de animais terminados e hoje algumas praças começam a esboçar programações de abate um pouquinho mais esticadas, então a oferta reage a curto prazo e com a oferta reagindo obviamente isso limita um pouco o potencial de alta dos preços, ainda que nas exportações a gente tenha um resultado impressionante pra gente falar. Praticamente um recorde no fechamento parcial de agosto, amanhã a gente vai ter a confirmação dele muito provavelmente. Chegamos a superar os 210 mil toneladas contra cerca de 217 mil toneladas no mesmo mês do ano passado, pra agosto. E aí agora todo mundo aguarda o segundo semestre, no qual muito provavelmente teremos uma recuperação das importações chinesas, tem sido um grande impulso das nossas vendas externas nesses últimos meses agora, superando temores de tarifaço, estão mandando aquela carne que ia para os Estados Unidos para outros destinos, parece que aquela dificuldade num primeiro momento vai aos poucos sendo cada vez mais superada e se consolidando. Agora é tomar cuidado com o que pode limitar essa alta, que já é sazonalmente esperada. O dólar um pouco mais baixo pode ser algo importante para considerar, apesar de o preço da exportação estar subindo. Os confinamentos estão muito cheios, a relação de troca do boi gordo com o mírio está altamente favorável nesse momento. tomar um certo cuidado porque apesar de o mercado estar apontando um pouco na direção da sua recuperação sazonal, ele tem em si limitações importantes pra gente considerar, é hora de se planejar que esse mercado do boi tá realmente interessante de acompanhar. https://www.youtube.com/watch?v=35ZFAPwEa7M .
Innovation Spotlight
Regenerative Cherry Farming in Oregon, US Orchard View Farms is successfully managing a 3,600-acre regenerative cherry operation, achieving high-quality fruit on young, fifth-year trees 51 We farm about 3,600 acres of cherries here in north central Oregon. https://www.youtube.com/watch?v=Ju5D-E0iu88 50 This is a young orchard. These are, these are what I still consider baby and immature trees. They aren't mature at all. This is their fifth year and you can see around us here that they have a, they have a really large crop of fruit of really beautiful, really beautiful cherries here. https://www.youtube.com/watch?v=Ju5D-E0iu88 . Their strategy involves intensive monitoring through SAP analysis to identify nutritional needs, followed by targeted foliar and fertigation programs 47 But I think the biggest thing we did is we identified early that these trees were going to need to have additional monitoring through SAP analysis that we do here. So we specifically monitor this block. And then we went on right from the get go when we saw how many fruit were set on these trees when they're little tiny peasants. Right. We went right on the get go with an intensive foliar program following SAP analysis using AEA products and others. And then we also followed that and have continued with an intensive fertigation program where we inject nutrients in through the irrigation system. And those have been the primary ways that we've been able to get this crop to size and look at, look like what it does today. https://www.youtube.com/watch?v=Ju5D-E0iu88 . The farm utilizes custom-blended nutrient products, which simplifies logistics and is perceived to have a synergistic impact on crop performance 49 And one of the things I like most about blending is, you know, we used to have, when we did SAP analysis, and we say, hey, what do these trees need? We used to have a pretty long list of products that we'd have to put on. And so that's a lot of logistics of getting those products here. It's a lot of logistics on the spray team that's applying these products either foliarly or on our injection team that's applying them through the irrigation system. Either way, the longer the list, the more chances there are to make mistakes, the more product it is to handle and that sort of thing. So what I really like about the blending is we can get our SAP analysis, have the AEA team look at it and myself look at it. https://www.youtube.com/watch?v=Ju5D-E0iu88 48 And I can say now that we have a few years under our belt that in my opinion, the impact of the blend, the blended products, is greater than if we were to put them into these, into our mix individually. I really think that it has some kind of synergistic impact. I don't know the chemical science or the agronomic way to explain that scientifically, but my eyes out here looking and touching the trees, we definitely see something more than just if we were to slot those in as individual products. https://www.youtube.com/watch?v=Ju5D-E0iu88 .
On-Farm Solar in Brazil Brazil’s agricultural sector is rapidly adopting solar energy, which now accounts for over 8% of the country’s distributed generation systems 1 Dados da Absolar apontam que o campo já responde por mais de 8% dos sistemas de geração distribuída no país. https://www.youtube.com/watch?v=DWL2kyHq1xk . The primary driver is a compelling return on investment, with payback periods shrinking from 8-10 years a decade ago to just 2.5 years today 27 O investimento hoje, diferente daquilo que nós vimos há 10 anos atrás, onde você fazia o investimento e tinha um retorno em torno de 8 a 10 anos, se você for fazer esse mesmo investimento hoje, você está tendo um tempo de retorno de apenas 2 anos e meio. https://www.youtube.com/watch?v=Bh8XU8po-_4 . Technological advancements have tripled panel power per square meter over the last decade, and panels are expected to retain 85% of their efficiency after 30 years 28 Para você ter uma ideia, um painel solar já multiplicou a sua potência. Eu comecei a trabalhar com energia solar em 2012. Hoje, a gente já tem painéis solares com três vezes a potência, ou seja, o mesmo metro quadrado consegue produzir três vezes mais energia em relação ao que tínhamos há uma década atrás. https://www.youtube.com/watch?v=Bh8XU8po-_4 26 Hoje um painel solar consegue produzir, entregar energia, 85% da sua energia de eficiência ao longo de 30 anos. Ou seja, você instala um painel solar hoje, daqui a 30 anos esse painel solar vai estar entregando 85% de energia de quando ele era um painel zero quilômetro. Então, assim, é de dois a três anos para se pagar e depois é somente benefício. https://www.youtube.com/watch?v=Bh8XU8po-_4 . The main barrier to wider adoption remains access to attractive financing for producers 25 Passada essa barreira, agora vamos para os entraves em termos de investimento. O produtor rural tem que ter acesso a linhas de crédito com taxas de juros atrativas. Então, eu acho que esse é um desafio, por se tratar de uma energia limpa, por se tratar de estímulo também à cadeia produtiva brasileira. Então, o governo, as outras instituições, eles poderiam trabalhar no sentido de subsidiar taxas para que a gente tenha um crescimento cada vez mais acelerado. Então, acho que tirando esse entrave de como pagar o sistema fotovoltaico, eu acho que o crescimento, com certeza, ele vai se tornar cada vez mais rápido aqui no país. https://www.youtube.com/watch?v=Bh8XU8po-_4 .
Advanced Aquaculture and Breeding Systems in China Innovations in China include an advanced rice-crayfish co-culture system and a patented, multi-level indoor habitat for crayfish breeding that mimics natural洞穴 (caves) 17 革命總苗采访的这天张培鑫说他的一批宝贝到了他建起了这个叫小龙虾工厂的地方在这里他计划让小龙虾种虾提前到12月份上市可当时这些宝贝种虾刚养了6天就几乎全军覆没6天到7. 天吧然後一個吃的熊蝦的話就全部報廢了就. 全部死亡了他趕緊找到浙江省淡水水產研究所的專家來幫忙可人家一聽他要做的事也嚇了一跳因為之前還很少有人敢挑戰這麼難的. 事小龍蝦室內工廠化繁育這在全國也是比較有創新的小龍蝦存活率比較低經過我們的研究探討我們認為是因為小龍蝦的打鬥習性自相殘殺是比較嚴重的. 小龙虾天性好斗在自然环境里打不过的小龙虾习惯躲在水草水稻这些隐蔽物里但是一旦成为一家人小龙虾喜欢打一个洞一家子相亲相爱的住在一起這樣撿一下一個晚上能撿個十來斤大家說的是. https://www.youtube.com/watch?v=wV4gneaYGVA 15 蜂巢造型的房子是他們給小龍蝦特製的獲得了國家食用新型專利還能實在在地幫他的財富計劃. 順利實現所以說這是一層這是二層這是三層這是四層這是五層這是六層這是第七層它是洞穴他就喜歡鑽你包括就是說在大田裡面他也喜歡打洞他打完洞的時候然後在洞裡面就交配如果沒有洞. 不行對住在這種七層的樓房裡加上恆溫控制他的小龍蝦種在12月就能上市比當地同行至少提前45. https://www.youtube.com/watch?v=wV4gneaYGVA . This system, combined with temperature control, allows for off-season production, enabling producers to bring crayfish to market up to 45 days earlier than competitors and capture significantly higher prices 15 蜂巢造型的房子是他們給小龍蝦特製的獲得了國家食用新型專利還能實在在地幫他的財富計劃. 順利實現所以說這是一層這是二層這是三層這是四層這是五層這是六層這是第七層它是洞穴他就喜歡鑽你包括就是說在大田裡面他也喜歡打洞他打完洞的時候然後在洞裡面就交配如果沒有洞. 不行對住在這種七層的樓房裡加上恆溫控制他的小龍蝦種在12月就能上市比當地同行至少提前45. https://www.youtube.com/watch?v=wV4gneaYGVA 18 模式是在水稻田里放进小龙虾苗让小龙虾和水稻一起生长按时收获小龙虾是养了很多但一開始錢卻沒賺到幾個他這才發現了一個行業痛點當地人習慣一月份開始供應小龍蝦種越往後價格越低小龍蝦苗種. 一月份的價格的話是在四十多一斤然後到六月份的話只剩兩塊錢一斤那是當中. 就要相差二十倍張培鑫決定兵行險招打破當地農戶的常規做法要讓小龍蝦錯峰上市我們的. https://www.youtube.com/watch?v=wV4gneaYGVA . For deep-water salmon ponds, a fixed-point feeding and netting technique has been developed that allows a team of 5-6 people to harvest up to 15,000 jin (7,500 kg) in a single operation 19 不錯了想來想去他有了新思路他在這片10畝的水面上建了一個平台每次餵食他都要求工人們只能在這裡偷料定點就定. 在這個點定時就是一個是每天的早上我大概在五點半到六點傍晚的時候也是在五點半到六點就我們說的做一時間到這個時間就. 來開飯了我們就來吃. 飯魚養成定點定時進食的習慣後每次要捕魚之前他就在這個投料點下面鋪一張網然後再投料把魚吸引. 過來顆粒飼料吸引四大家魚粉末料裡面的粉塵吸引小魚然後鮭魚吃小魚等於全部都吸引過來對你看所以說在定時間去餵的話它自動就來了你看看. 準時間工人們迅速抬網魚就被兜在網裡面馬上就有只需要五六個人一次就可以捕到一萬五千斤魚这样养出来的鲑鱼怎样才能迅速获得游客的认可呢其实他早就想好了他要请大厨到运河公园等景点去推广现场给游客做鲑鱼今天大厨你. https://www.youtube.com/watch?v=wV4gneaYGVA .
Regional Developments
Severe Flooding in Punjab, India Over the past month, Punjab has experienced its heaviest rainfall in 25 years, leading to severe flooding in 12 districts 70 पिछले पचीस सालों में इतनी बारिश नहीं हुई थी। https://www.youtube.com/watch?v=76rB22sVsOw 69 इस कारण पंजाब के 12 जिलों में भारी बढ़ गई है। https://www.youtube.com/watch?v=76rB22sVsOw . The floods have impacted approximately 1,300 villages and affected over 250,000 people 68 करीब 1300 गाँव इस बार में प्रभावित है। https://www.youtube.com/watch?v=76rB22sVsOw 67 1 अगस्त से अब तक बाढ़ में 30 लोगों की जान जा चुकी है और ढाई लाख से ज्यादा लोग बुरी तरह से प्रभावित हुए हैं। https://www.youtube.com/watch?v=76rB22sVsOw . An estimated 96,000 hectares of farmland have been inundated, destroying paddy and other crops 66 बात करें खेती की करीब 96 हजार हैक्टर। https://www.youtube.com/watch?v=76rB22sVsOw 65 खेतों में फसले बर्बाद हो चुकी है। खेतों में पानी भरा हुआ है, जिससे धन और बाकी फसलें खराब हो रही है। https://www.youtube.com/watch?v=76rB22sVsOw . Farmers are being advised to report their losses to local officials to be eligible for government compensation 64 जिनके खेत बर्बाद हुए हैं, उस सरपंच और पटवारी को जानकारी दे, ताकि सरकार से मुआवजा मिल सके। https://www.youtube.com/watch?v=76rB22sVsOw .
Flash Drought Threatens US Corn and Soybean Yields Parts of the US Midwest and Plains are experiencing a flash drought, with some areas like Ohio reporting one of the driest Augusts in history 36 But other areas are in the midst of a flash drought as we've reported last week. https://www.youtube.com/watch?v=_hzMkUOzPkc 34 August was one of the driest in history for some areas of the US like Ohio. https://www.youtube.com/watch?v=_hzMkUOzPkc . Nationally, 36% of topsoil is rated short to very short on moisture 35 Nationally, 36% of the country is short to very short when it comes to topsoil moisture. https://www.youtube.com/watch?v=_hzMkUOzPkc . The conditions, combined with high nighttime temperatures and disease pressure, are expected to trim top-end yield potential in both corn and soybeans, potentially causing the crop to regress from USDA’s August estimates 33 Now that may have already trimmed top end yield potential in both corn and soybeans. So the crop may actually be going backwards from USDA's August estimates. https://www.youtube.com/watch?v=_hzMkUOzPkc 32 But Snodgrass says the flash drought was also a result of heat in June through most of August. Our biggest stressor is the fact that we saw when compared to average an additional 25 nights where the low temperature was greater than 70 Fahrenheit compared to average. https://www.youtube.com/watch?v=_hzMkUOzPkc 31 That likely impacted back end kernel depth or fill on corn. And when combined with increased disease pressure, it potentially trimmed yields. And so when we have poor conditions, whether heavy disease pressure, a lack of nitrogen in some areas, maybe dry weather, all of those influence the finish of that crop. https://www.youtube.com/watch?v=_hzMkUOzPkc .
Brazil’s 2025/26 Summer Crop Outlook and Weather Risks Initial estimates for Rio Grande do Sul’s summer crop are optimistic, forecasting a 58% increase in soybean production to over 21 million tonnes and a nearly 10% rise in corn production to 5.7 million tonnes 16 A cultura mais plantada é a soja e tem expectativa de chegar a mais de 21 milhões de toneladas, uma alta de quase 58%. https://www.youtube.com/watch?v=OvbEE-TV6DY 14 Destaque positivo também para o milho, que deve ter um avanço na área plantada e chegar a 5,7 milhões de toneladas, um aumento de quase 10%. https://www.youtube.com/watch?v=OvbEE-TV6DY . However, the region faces immediate weather threats from an extratropical cyclone, which could bring over 100 mm of rain in 24 hours, hail, and intense winds, potentially damaging winter crops and delaying fieldwork 7 Olha, a frente fria continua na região sul, levando temporais e chuva volumosa para o Rio Grande do Sul. Os acumulados de chuva em 24 horas no estado gaúcho podem ultrapassar os 100 milímetros. Quem explica melhor essa situação é o Arthur Miller. Arthur, muita chuva ainda no Rio Grande do Sul. Até quando vai isso? Exatamente, Petrim. Boa noite. Obrigado. Uma boa noite para você que nos acompanha aqui no Rural Notícias. Pois é. Além da chuva volumosa, tem a condição de temporagem com rajadas de vento intensas e possibilidade de queda de granizo. A gente vai ver aqui nas imagens de satélite que agora o ciclone vai se afastando para o oceano e está canalizando aqui de forma horizontal sobre o Rio Grande do Sul. Os temporais que já devem ocorrer nessa madrugada e devem perdurar até terça, quarta-feira. Então muita atenção, principalmente no Rio Grande do Sul. Temporais também, agora nessa noite tanto no Acre quanto em Rondônia também. Quando a gente olha para o nosso risco de temporais, fica justamente naquela porção oeste da região norte, principalmente no Rio Grande do Sul. Então as rajadas podem passar de 100 km por hora e o volume de chuva pode passar de 100 mm em 24 horas. https://www.youtube.com/watch?v=35ZFAPwEa7M 6 A gente vê na pêntada que é azul, 50 milímetros, mas às vezes o modelo subestima a chuva. Então todo o centro-sul do Rio Grande do Sul pode ter 100 milímetros em 24 horas a partir desta quarta-feira. Essa chuva que a gente vê aqui em Santa Catarina, no Paraná, começa a avançar a partir de quinta-feira, quando a frente fria começa a se deslocar em direção à região sudeste. Quando a gente olha lá para a região do extremo oeste, região de São Borja, a gente vê que nos próximos dias os acumulados somam quase 100 milímetros, isso, claro, prejudica os trabalhos em campo e também deve causar alagamentos. https://www.youtube.com/watch?v=35ZFAPwEa7M .
Best Practices
Grains: Maize Maturity and Harvest Timing To determine optimal harvest timing for maize silage, producers can assess kernel maturity by checking the milk line and observing for dimples on the cob surface, which indicate drying 10 There's that milk line as it comes down the milk line from the end to it. That is hard. That's your milk line and that's the only thing that is hard. https://www.youtube.com/watch?v=E358j2CYcj4 9 So that we have. There are no dimples in the cob. You see, it's nice and thin because it's full of milk. You'll see on here. Can you see? Hopefully there's a few dimples. There's one that's got loads of dimples. https://www.youtube.com/watch?v=E358j2CYcj4 . For accurate yield assessment, it is recommended to weigh the first loads from the chopper at a weighbridge rather than relying on estimates 8 Spoke to Rob this week. We're looking at putting some new seeds in. You all know that we're going to be cracking on that tomorrow and Rob said we can weigh it coming off the chopper. So the guys go past the weighbridge. So we're just going to send one the first load, try and get it what was full as whatever and send it away, get it weighed and come back so we can weigh all of it. I think that'll be really important. Not important. It'd just be nice to know. I've got no idea. Everyone goes, oh, 19 tons of the acre. https://www.youtube.com/watch?v=E358j2CYcj4 . For seed production, growers may make multiple passes through a field, harvesting sections as they reach the ideal moisture to ensure seed quality, even if some plant stems are still green 30 So one of the things on our farm, for example, we've raised seed beans for many years. So basically, we produce these beans that then get cleaned up and. And they are raised the following year by farmers for seed. Well, one of the big keys to having great seed quality is we have to harvest at the right moisture. So as a seed grower, we are almost required to go out and take parts of fields when they get to the right moisture and then go back to those same fields, pull out more beans when they get to the right moisture. https://www.youtube.com/watch?v=eu-UawUkvAg 29 It's also a little confusing to some because they see, wait a second, there's still a few green stems out there, the farmers taking those beans so early, normally we see the whole field looking completely brown and dead. But actually, for seed beans, to get them at the right moisture, sometimes you gotta go through when it's still a little bit green out there. https://www.youtube.com/watch?v=eu-UawUkvAg .
Livestock: Low-Stress Pig Handling Effective, low-stress pig handling relies on enticement rather than force. Key techniques include using crowd gates to gradually reduce space, designing ramps from solid materials like soil or hay bales to avoid stressing pigs, and luring them with a food trail 24 You want to make sure that when you get ready to move them, you can restrict them, you can contain them. And so that means getting some crowd gates, pipe gates, wooden gates, just any kind of gates. Of course, you know, we use the sort boards as well. https://www.youtube.com/watch?v=DyqYJW_j4Uc 23 You want to think about your ramp. Ideally, you have a soil ramp or even a bale of hay that they can jump on, that sort of thing. So they don't actually feel like they're leaving the ground and heading into a space where there's air underneath their feet. https://www.youtube.com/watch?v=DyqYJW_j4Uc 22 So enticement is better. Let them get hungry, throw a scoop of feed out there in the trailer, grab some leaves, some grass, something, just anything green around their pen or whatever and toss it in there, Make a trail. You know, think of Hansel and Gretel and make a little trail. So they find a nugget here and a leaf here and a leaf here, and before you know it, you know, they've worked on. https://www.youtube.com/watch?v=DyqYJW_j4Uc . A hydraulic hog-mover trailer that can be lowered to the ground is considered an invaluable tool for eliminating the stress of walking up ramps 21 Of course, the ideal, and this is why the industry has them, because of all these principles, is a hog moving trailer. And of course, you know, this is a trailer that can raise and lower so the pig. So you can drop it on the ground. The pigs can walk at ground level onto it. You drop them, you hit a button hydraulically, it lifts, and then you can move them where you want to. https://www.youtube.com/watch?v=DyqYJW_j4Uc 20 In fact, Daniel says, of all the pieces of equipment we have here at Polyface, the hog mover trailer is absolutely our most valuable piece of equipment. https://www.youtube.com/watch?v=DyqYJW_j4Uc .
Soil Management: Fertilizer Banding As a short-term cost-saving measure, farmers can consider banding phosphorus (P) and potassium (K) fertilizer instead of broadcasting. An 11-year study showed that banding can allow for a one-third reduction in P & K application rates in the short term by improving plant access and reducing nutrient tie-up 61 Many experts will tell you that in the short-term, you can get by with one-third less P & K when you band instead of broadcast. We ran an 11-year, large-acre study ourselves to prove this was true, and it was. Granted, broadcasting is a great long-term strategy, but if you need to cut your fertilizer expense short-term, I would strongly encourage you to at least consider banding. The only concern we have with banding is running a high concentration near the seed. For example, if you want to put fertilizer in-furrow, you can’t use much at all. In a 2 X 2, you can use a little more. In a 2 X 2 on both sides of the row you can use a lot more. Same thing if you deep band like we do with a strip-till machine. By banding, you give plants a better chance to find the fertilizer and you reduce potential tie-up, so it is a nice option.https://x.com/AgPhDMedia/status/1962863767706067264 . Care must be taken to avoid high concentrations of fertilizer near the seed 61 Many experts will tell you that in the short-term, you can get by with one-third less P & K when you band instead of broadcast. We ran an 11-year, large-acre study ourselves to prove this was true, and it was. Granted, broadcasting is a great long-term strategy, but if you need to cut your fertilizer expense short-term, I would strongly encourage you to at least consider banding. The only concern we have with banding is running a high concentration near the seed. For example, if you want to put fertilizer in-furrow, you can’t use much at all. In a 2 X 2, you can use a little more. In a 2 X 2 on both sides of the row you can use a lot more. Same thing if you deep band like we do with a strip-till machine. By banding, you give plants a better chance to find the fertilizer and you reduce potential tie-up, so it is a nice option.https://x.com/AgPhDMedia/status/1962863767706067264 .
Input Markets
The global seed industry is highly concentrated, with four companies reportedly controlling over 60% of the market 58 4 companies control over 60% of the world’s seeds In some vegetables, they control 95% And the pesticide? Only their seed survives it. So you buy the chemical too, from the same company.https://x.com/WallStreetApes/status/1962951122903248948 . The prevailing business model requires farmers to repurchase patented seeds each season, often bundled with specific chemicals that only their seeds can tolerate 57 You couldn’t save them from one harvest to the next. You had to buy them again, every season. That was never the case before.https://x.com/WallStreetApes/status/1962951122903248948 56 And the pesticide? Only their seed survives it. So you buy the chemical too, from the same company.https://x.com/WallStreetApes/status/1962951122903248948 . This, combined with high costs for other inputs like fertilizer and equipment, is eroding farm profitability and creating a crisis risk for many US farmers 54 Yeah, I would call the situation right now a crisis. They focused on fertilizer, among other things. Input costs are a problem. And then of course, the commodity costs are a problem. https://www.youtube.com/watch?v=_lhwKKwP6oM . In Brazil, a highly favorable price ratio between fat cattle and corn is incentivizing feedlot operations 2 Estamos entrando na primeira semana de setembro com o mercado do Boiba bastante equilibrado, parece que aquela alta que saiu dos R$290,00, rompeu os R$300,00, encostou nos R$310,00, R$12,00, R$13,00, está agora ali perdendo alguma força, todo mundo se estudando, mercado futuro que vinha alavancando um crescimento interessante, chegamos a ver o contrato de outubro batendo ele perto dos 340, agora volta ele para os 25, 20 e pouquinhos, então eu acho que a gente está de novo se aproximando de um ponto de equilíbrio, enquanto no primeiro momento as escalas curtas se somavam às exportações aquecidas, parece que essa alta de preço já estimulou uma entrega de animais terminados e hoje algumas praças começam a esboçar programações de abate um pouquinho mais esticadas, então a oferta reage a curto prazo e com a oferta reagindo obviamente isso limita um pouco o potencial de alta dos preços, ainda que nas exportações a gente tenha um resultado impressionante pra gente falar. Praticamente um recorde no fechamento parcial de agosto, amanhã a gente vai ter a confirmação dele muito provavelmente. Chegamos a superar os 210 mil toneladas contra cerca de 217 mil toneladas no mesmo mês do ano passado, pra agosto. E aí agora todo mundo aguarda o segundo semestre, no qual muito provavelmente teremos uma recuperação das importações chinesas, tem sido um grande impulso das nossas vendas externas nesses últimos meses agora, superando temores de tarifaço, estão mandando aquela carne que ia para os Estados Unidos para outros destinos, parece que aquela dificuldade num primeiro momento vai aos poucos sendo cada vez mais superada e se consolidando. Agora é tomar cuidado com o que pode limitar essa alta, que já é sazonalmente esperada. O dólar um pouco mais baixo pode ser algo importante para considerar, apesar de o preço da exportação estar subindo. Os confinamentos estão muito cheios, a relação de troca do boi gordo com o mírio está altamente favorável nesse momento. tomar um certo cuidado porque apesar de o mercado estar apontando um pouco na direção da sua recuperação sazonal, ele tem em si limitações importantes pra gente considerar, é hora de se planejar que esse mercado do boi tá realmente interessante de acompanhar. https://www.youtube.com/watch?v=35ZFAPwEa7M .
Forward Outlook
Climate Forecasting and Production Risk A study in Brazil analyzed 30 years of data and found that El Niño/La Niña (ENSO) oscillations directly influence yields for soy, corn, and beans 13 Um estudo analisou três décadas de dados em Goiás e no Distrito Federal e mostra como essas oscilações climáticas influenciam diretamente lavouras de feijão, milho e também de soja. https://www.youtube.com/watch?v=C5OMi1DvI1Y . Researchers are developing models that could improve planting date recommendations by incorporating the ENSO phase, potentially helping farmers mitigate climate-related risks 12 Então o nosso projeto é exatamente para, no futuro, a hora que a gente tiver bastante convicção do que está acontecendo, ele poderá vir a auxiliar o ZAC e dizer assim, olha, este ano, embora que nesse município o ZAC diga que pode normalmente plantar soja a partir de setembro, Este ano, como o índice do El Nino está indicando que nós estamos numa fase quente do fenômeno, é melhor você atrasar o plantio aqui nesse município para soja, ou aqui nesse município para feijão, e assim por diante. https://www.youtube.com/watch?v=C5OMi1DvI1Y .
Pollinator Populations Under Threat Research from Brazil’s Federal University of Paraná predicts that climate change could cause some bee species to abandon North America by 2050 in search of cooler climates 11 Já estamos de volta e olha só que interessante, uma pesquisa conduzida pela Universidade Federal do Paraná prevê que abelhas devem abandonar a América do Norte até 2050. O estudo, que busca entender como mudanças climáticas podem afetar a distribuição geográfica das abelhas, aponta que com o aumento das emissões de carbono e as mudanças de temperatura, Algumas espécies de abelhas podem deixar a região norte por conta do calor acima da média, buscando regiões onde o clima é mais ameno. Esse dado é preocupante, principalmente porque, gente, se as abelhas elas migam para regiões mais frias, Áreas do norte elas podem ficar sem polinizadores suficientes prejudicando plantações e também a vegetação nativa. Há também o impacto na produção agrícola, ou seja, culturas dependentes da polinização como frutas, café e também hortaliças, elas podem ter queda de produtividade. além, é claro, do risco de extinção e também do efeito negativo econômico. Conforme a pesquisa, o padrão de deslocamento foi observado em todas as 18 espécies analisadas, enquanto as espécies de abelhas eussociais são tão vulneráveis pela perda de áreas adequadas para a sobrevivência quanto as espécies solitárias. https://www.youtube.com/watch?v=C5OMi1DvI1Y . This migration poses a significant threat to pollination-dependent crops such as fruits, coffee, and vegetables, potentially leading to lower productivity and economic losses 11 Já estamos de volta e olha só que interessante, uma pesquisa conduzida pela Universidade Federal do Paraná prevê que abelhas devem abandonar a América do Norte até 2050. O estudo, que busca entender como mudanças climáticas podem afetar a distribuição geográfica das abelhas, aponta que com o aumento das emissões de carbono e as mudanças de temperatura, Algumas espécies de abelhas podem deixar a região norte por conta do calor acima da média, buscando regiões onde o clima é mais ameno. Esse dado é preocupante, principalmente porque, gente, se as abelhas elas migam para regiões mais frias, Áreas do norte elas podem ficar sem polinizadores suficientes prejudicando plantações e também a vegetação nativa. Há também o impacto na produção agrícola, ou seja, culturas dependentes da polinização como frutas, café e também hortaliças, elas podem ter queda de produtividade. além, é claro, do risco de extinção e também do efeito negativo econômico. Conforme a pesquisa, o padrão de deslocamento foi observado em todas as 18 espécies analisadas, enquanto as espécies de abelhas eussociais são tão vulneráveis pela perda de áreas adequadas para a sobrevivência quanto as espécies solitárias. https://www.youtube.com/watch?v=C5OMi1DvI1Y .
US Farm Policy and Labor Discussions around the next US Farm Bill continue, with an extension expected by September 30, 2025 if a new bill is not passed 38 September 30th of 2025, they'll have an extension done if they don't have a new farm bill. I mean, that's. At the end of the day, there's the whole permanent law aspect that exists behind a farm bill. So you have all the motivation in the world to get it done. Right? We'll see. I know that they are talking internally that they're trying to figure out what should be in, what should not be in. https://www.youtube.com/watch?v=7L2_LCVFm0A . Key provisions like crop insurance and conservation programs (CSP, EQIP) are seen as vital for future farm stability and revenue 40 Yeah, the I would say what's exciting on the crop insurance side is the cost share aspect went up so farmers will get more benefit from the federal government on that side. We in the banking industry are big fans of crop insurance. Big, big fans of crop. Whether you all realize it or not, as borrowers, crop insurance helps keep your interest rates down because you're less risky as a borrower. If we know at the end of the day what how much of your debt is secured, we can make sure that your costs stay down from that standpoint. Right. If you don't have crop insurance, it becomes much more difficult because if you lose your entire crop next year, what's your ability to repay? https://www.youtube.com/watch?v=7L2_LCVFm0A 39 I think the other side is the conservation programs. You're probably a little surprised to hear a banker guy works for bankers talking about conservation programs. But CSP and Equip and all those other programs are a very nice way of potential additional revenue based on what your farm looks like. Sometimes you can't farm every acre of your your place. So it makes sense to have some of these other things to set up income generators. And it's a way to make sure that, you know, we're doing good things with our land, that we have the stewardship we're supposed to. But you still need to have that motivation, and the conservation programs create some of that motivation. So there were some important things there that we're really happy to see done. https://www.youtube.com/watch?v=7L2_LCVFm0A . Meanwhile, debate continues over the future of US agriculture, with structural challenges including an aging workforce, high land costs, and the economic unfeasibility of attracting domestic labor without significant changes to wages, benefits, or a major shift toward automation and alternative farming models 53 It would take higher pay, benefits and better working conditions to get average americans into farm/dairy work.https://www.reddit.com/r/Agriculture/comments/1n6m98p/comment/nc2ixe5/ 52 Robot assistants or tools that make farming much easier and more productive.https://www.reddit.com/r/Agriculture/comments/1n6m98p/comment/nc1qkgr/ 37 Nothing. Most people are multi generations removed from agriculture. The idyllic vision of an 80 acre farm with a few cows, pigs and chickens and a little narrow front tractor is decades in the rear view mirror. Where I live 1 million dollar will get you about 75 tillable acres. You will never in 10 lifetimes make that money back.https://www.reddit.com/r/Agriculture/comments/1n6m98p/comment/nc1mvmv/ .



1. Market Movers
U.S. soybean farmers are facing significant price pressure, with some reporting prices as low as $8 per bushel as China remains absent from the market 33 $8 Soybeans? That's the Reality for Some Farmers as China Remains Absent From Buyinghttps://www.reddit.com/r/farming/comments/1n4zy44/ 32 https://www.agweb.com/news/crops/soybeans/8-soybeans-thats-reality-some-farmers-china-remains-absent-buyinghttps://www.reddit.com/r/farming/comments/1n4zy44/ . The loss of this key export market due to tariffs is forcing some growers to plow under their crops and raises concerns about farm bankruptcies 26 The U.S. farmers can’t easily survive the loss of China & other markets due to tariffs. It will hurt all of us with less production as farms go bankrupt & food supplies fall. Couple that with the loss of immigrant labor in fruits/veg/dairy & price inflation is a sure bet. Thanks, MAGA.https://www.reddit.com/r/farming/comments/1n4zy44/comment/nbrjbxh/ 30 It’s going to be so wasteful to see soybeans being plowed underhttps://www.reddit.com/r/farming/comments/1n4zy44/comment/nbrjxfu/ 31 I feel for the struggling smaller grain farmers. Can’t pay the bills with $8 beans. No government programs to buy grains for world hunger relief now that USAID is broken. It’s just a horrible confluence of consequences of poorly thought out policy & firing the experienced folks.https://www.reddit.com/r/farming/comments/1n4zy44/comment/nbrozqg/ . Traders are watching to see if U.S. grain reserves will last until Brazil’s new crop arrives in February, which could impact purchasing decisions 24 If there is enough grain reserves to last until new crop in Brazil, which is February, it could be a very uncomfortable amount of time. At some point yes. There will be a sub-par crop somewhere or beans will be so cheap in the states they'll load up.https://www.reddit.com/r/farming/comments/1n4zy44/comment/nbruhjw/ . China may eventually return to buy at low prices, but in the meantime, it can source from alternative producers like Brazil and Canada 19 I think they will buy eventually but at $8. What a messhttps://www.reddit.com/r/farming/comments/1n4zy44/comment/nbu2axf/ 27 Possibly not. China imports less than 15% of their imports of ALL goods from the U.S. They can ride that out by finding other sources of items previously imported from the U.S.https://www.reddit.com/r/farming/comments/1n4zy44/comment/nbrjbxh/ 28 Canada grows two bits of nothing for beans and China has put a retaliatory tariff on Canadian canola. At some point Brazil will be short and China can still eschew buying from the states but do hand to mouth purchases.https://www.reddit.com/r/farming/comments/1n4zy44/comment/nbrxs25/ .
This price drop has ripple effects in the livestock sector, where cheaper soybean feed is making pork and chicken more popular amidst high beef prices 23 Pig prices are going to go up as farmers decide that soybeans are worth more behind the pig than in front of it. With high beef prices pork and chicken are getting more popular, and with low soybean prices feed is getting cheaper.https://www.reddit.com/r/farming/comments/1n4zy44/comment/nbowtis/ . However, there are concerns that increased pig production could lead to future oversupply and a market downturn 21 Pork price has been good (for the farmer, at least in Canada) for the whole year. Our low over winter was 40$ above the 23 winter low price. It took a dip after Trump's inauguration with the start of tariffs but then the market realized that there's still a shortage of beef and pig price rallied again. At the moment the political spectrum really doesn't play into it half as much as the other protein markets- US is short beef and poultry. My worry is that pork supply will go up because people see how well it's going and build, and then we will have another case of the late 80's where there's too many pigs on the market and it tanks the pricehttps://www.reddit.com/r/farming/comments/1n4zy44/comment/nbtayvw/ .
In other market activity, one commodity report noted closing a short heating oil position with a minor gain to free up capital for a new short position in soy meal 69 We closed out of our short heating oil position with a minor win. We were short the market since 04.08.25. So far the short trade didn’t gain any momentum. We closed out of this trade with a minor win. To close this trade was also necessary in order to have enough capital to implement another short trade in soy meal where we …https://commodityreport.substack.com/p/commodity-market-movers-report-portfolio-caa . As of the end of August, the 2024/25 corn market year was reported to be 99.83% complete 64 🌽Corn Market Year Progress (24/25) ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ 99.83%https://x.com/GrainStats/status/1962158575070887961 . Globally, commodity traders operating in regions like sub-Saharan Africa mitigate risk using letters of credit, insurance, and third-party stock-management agreements 10 There’s a few ways to manage the risk. Best case is an LC issued by whichever bank then confirmed by a bank our choice. To be more competitive we might take risk on various banks direct without confirmation. Otherwise insurance over payment risk of the bank or counterparty is common.https://www.reddit.com/r/Commodities/comments/1n4t5sv/comment/nboalzi/ 9 Some regions we take tankage then operate on cash and carry basis with a 3rd party stock management agreement.https://www.reddit.com/r/Commodities/comments/1n4t5sv/comment/nboalzi/ .
2. Innovation Spotlight
In Australia, Porter Reserve is developing a modular farming system using shipping containers called “nodes” 68 A dry, silent field stretches under the afternoon sun, waiting for a spark. Two shipping containers roll in-Porter Reserve’s nodes. One comes alive with drones and AI planters, threading a vibrant quilt of crops: berries cascading from trees, herbs nesting with roots, medicinals blooming softly. The other whirs, turning harvests into juices and preserves, powered by solar panels, wind turbines, and biodigesters that transform waste into energy. This is agritech with a soul, born at our Australian reserve where diverse plants and animals like quail and goats thrive together. The Paris Climate Agreement demands emissions cuts to tame warming, but the world stumbles. Our nodes don’t just meet those goals-they crush them. If every nation embraced nodes at full strength across their farmland, we’d slice global emissions in half, locking away billions of tonnes of carbon and shattering the Agreement’s targets. Yet, we don’t care about treaties-we’re doing this anyway. At Porter Reserve, we’re forging a future where barren land blooms with food and medicine, soil drinks in carbon, and biodigesters tame methane. We seek innovators in robotics, drones, and AI to perfect this vision. Anyone-farmers, dreamers, or investors-can join us, investing in nodes to save the world the right way. From dusty fields to thriving ecosystems, this is our call.https://www.reddit.com/r/AgriTech/comments/1n5gsps/ . One node utilizes drones and AI planters for mixed crop cultivation, while a second processes harvests into products like juices and preserves. The system integrates renewable energy sources, including solar, wind, and biodigesters, and claims that full global deployment could significantly reduce emissions 68 A dry, silent field stretches under the afternoon sun, waiting for a spark. Two shipping containers roll in-Porter Reserve’s nodes. One comes alive with drones and AI planters, threading a vibrant quilt of crops: berries cascading from trees, herbs nesting with roots, medicinals blooming softly. The other whirs, turning harvests into juices and preserves, powered by solar panels, wind turbines, and biodigesters that transform waste into energy. This is agritech with a soul, born at our Australian reserve where diverse plants and animals like quail and goats thrive together. The Paris Climate Agreement demands emissions cuts to tame warming, but the world stumbles. Our nodes don’t just meet those goals-they crush them. If every nation embraced nodes at full strength across their farmland, we’d slice global emissions in half, locking away billions of tonnes of carbon and shattering the Agreement’s targets. Yet, we don’t care about treaties-we’re doing this anyway. At Porter Reserve, we’re forging a future where barren land blooms with food and medicine, soil drinks in carbon, and biodigesters tame methane. We seek innovators in robotics, drones, and AI to perfect this vision. Anyone-farmers, dreamers, or investors-can join us, investing in nodes to save the world the right way. From dusty fields to thriving ecosystems, this is our call.https://www.reddit.com/r/AgriTech/comments/1n5gsps/ .
Meanwhile, automation is being proposed as a solution to U.S. farm labor shortages. U.S. Agriculture Secretary Brooke Rollins has highlighted automation as a key strategy 43 U.S. Agriculture Secretary Brooke Rollins said recently that "Ultimately, the answer on this is automation, also some reform within the current governing structure. And then also, when you think about, there are 34 million able-bodied adults in our Medicaid program. There are plenty of workers in America," she said at a press conference outside the Department of Agriculture headquarters.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbna3q4/ . However, significant practical and economic hurdles remain. Prototypes for robotic harvesters for delicate fruits have been demonstrated, but their market price is not yet justifiable 42 Such prototypes have been demonstrated. But market price would never come close to justifying their use.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbs8su1/ . Adoption would require indoor greenhouse cultivation and a capital investment of approximately $500,000 per unit 41 Don’t worry, they have robots that can pick delicate fruits- you just need to grow them in an indoor greenhouse and spend 500k for each one I’m sure that’ll be an easy switch for all the US farmers right? Definitely won’t hurt small farms or raise food prices at all either!https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqyz89/ . Furthermore, automation in outdoor farm settings is described as “very very difficult” and would require at least two advanced technicians on call for maintenance, a challenge in remote areas 40 I've worked in automation for decades. Outdoor gear and farms? Very very difficult. Also.…they are fancy, expensive and huge machines (if one can viably be designed) which need at minimum two advanced technicians on call to keep them going. In all remote areas? That is a job you won't get filled.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqy8oo/ .
3. Regional Developments
United States: Farm Labor and Visa Regulations
The U.S. agricultural labor market is undergoing significant strain and regulatory shifts. Florida has the largest percentage of H-2A and H-2B visa workers, which account for less than 10% of ag-based immigrant labor nationwide 45 The H1B visa isn't used for agriculture. You're thinking of the H2A and H2B visas. Those account for less than 10% of the ag-based immigrant labor across the country; however, Florida has the largest percentage of H2 visa workers.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbp3f90/ . The state relies heavily on this workforce, with over 47,000 H2-A certified positions, 90% of which are seasonal and support citrus and berry farms 44 We know from the Department of Labor that there are over 47,000 H2-A certified positions, 90% of which are seasonal and comprise almost the entire workforce for orchards in Florida. State numbers estimate that close to 90% of seasonal workers on focus on citrus and berry farms.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbp3f90/ .
New regulations effective January 17, 2025, will allow USCIS to deny H-2A and H-2B petitions from employers who commit serious labor violations, with penalties including a one-year ban 54 New regulations effective January 17, 2025, allow USCIS to deny H-2A petitions if employers commit serious labor violations, such as charging illegal recruitment fees. Violators face a one-year ban on filing petitions, which can be extended to three years unless restitution is made.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqbe92/ 53 Like H-2A, H-2B petitions filed on or after January 17, 2025 will be subject to denial for labor violations, with additional scrutiny for supplemental cap petitioners who demonstrate “irreparable harm” without additional workers.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqbe92/ . Employer obligations under these programs are extensive:
- Housing: H-2A employers must provide free housing that meets federal or state standards, or provide meals up to $15.88 per day 58 Providing housing: Employers must provide free housing that meets federal or state standards, a requirement unique to H-2A. In 2024, the DOL updated the regulations to require cooking facilities or meals up to $15.88 per day if facilities are not available.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqbe92/ .
- Wages: Employers must pay the higher of the Adverse Effect Wage Rate (AEWR), minimum wage, or prevailing wage. In 2025, the AEWR ranges from $14.53 in Alabama to $19.75 in California 55 Wage Standards: Employers must pay the higher of the Adverse Effect Wage Rate (AEWR), the federal or state minimum wage, or the prevailing wage. In 2025, the AEWR ranges from $14.53 in Alabama to $19.75 in California.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqbe92/ .
- Transportation: Costs for travel to and from the job site must be covered 56 Transportation Costs: Employers must cover the cost of travel to and from the job site, reimbursing workers after 50 percent of the contract is completed and at the end of the contract.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqbe92/ .
Access to the H-2A program is reportedly difficult for small and new farms, leading to calls for a more affordable and streamlined process 17 lol small farms and newer farms definitely do not have the support to have access to h2A. I have access to H2A and have for many years now and I know tens of farms who don't and I don't blame them. What this useless government (and no I'm not political I could give a rats ass about either party- they both equally screw us over) should do is make H2A more accessible, affordable, and make it easier for smaller and newer farms. And/or provide a legal system via USDA and US immigration to make these illegal farm workers legal and make them legal only if they work and have have worked and will continue to work on American farms. Plain and simple.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbox925/ . The current system creates competitive disparities, with some farmers paying H-2A rates near $20/hour while neighbors may use undocumented workers at half the cost 18 I agree no party has done any favors to help with hired help and I believe the h2a system could be much better. One farmer down the road is struggling to get their crop in, using family and high school kids wile i have 20 guys sitting in camp wanting to work because i have to wait a few days till the crop is ready l. I can’t legally help them and it sucks. Wile another guy down the road gets 20 guys from the city with no papers pays them half of what I pay and makes out like a bandit. That’s the unfair part. My h2a rate is almost 20 an hour.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbp4n6y/ . A recent bipartisan bill aimed at immigration reform was blocked, stalling potential solutions 8 Well, just to point out again, there was a bi-partisan bill that would have substantially funded and resourced border security as well as immigration reform and it was on the verge of being passed and signed. Democrats held their noses and gave up a lot of their talking points to allow it to go forward. Unelected Trump killed the bill in the Senate because he "didn't want to give Biden a win." This is not a case of "nobody wants to fix it". It was tried and failed because one party deliberately tanked meaningful legislation out of spite. It's a case of party over country and, unfortunately for us, it's modus operandi for right-wing politicians today.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbq9xb5/ .
Australia: Investment and Resources
Australia’s agricultural sector is attracting attention from Agri-PE firms, alongside Latin America 66 FWIW: Incoming at a MF Agri-PE firm on their Australia team after completing a 12 month contract. I can’t speak much to other commodities, but Australia from an ag perspective is unique in the sense of water being privatized (outside of certain entitlements). I quite enjoyed this perspective, as there’s the aspect of managing your macro from a crop input / commodity perspective in addition to the typical PE considerations. From a fundraising perspective, pure ag funds (Fiera Comox, BTG, KKR) are getting a lot of focus, and most specifically focus on LATAM or AU. Check agri investor for their most recent fundraising report and you’ll see what the trends are like for the biggest funds. Happy to chat more about my experience to the extent it’s helpful.https://www.reddit.com/r/Commodities/comments/1n554wd/comment/nbqa0g2/ . A unique feature of the Australian market is that water is largely privatized, adding another layer to investment considerations beyond typical crop input and commodity analysis 66 FWIW: Incoming at a MF Agri-PE firm on their Australia team after completing a 12 month contract. I can’t speak much to other commodities, but Australia from an ag perspective is unique in the sense of water being privatized (outside of certain entitlements). I quite enjoyed this perspective, as there’s the aspect of managing your macro from a crop input / commodity perspective in addition to the typical PE considerations. From a fundraising perspective, pure ag funds (Fiera Comox, BTG, KKR) are getting a lot of focus, and most specifically focus on LATAM or AU. Check agri investor for their most recent fundraising report and you’ll see what the trends are like for the biggest funds. Happy to chat more about my experience to the extent it’s helpful.https://www.reddit.com/r/Commodities/comments/1n554wd/comment/nbqa0g2/ . Investment opportunities are also being explored in LNG, minerals, and renewables 67 Curious to hear people’s thoughts on which sectors/resources in Australia present the most attractive growth or investment opportunities right now (e.g. LNG, gold miners, critical minerals, coal, renewables, ag infra, etc.)?https://www.reddit.com/r/Commodities/comments/1n554wd/ .
4. Best Practices
Livestock & Pasture Management
Research from the Bionutrient Food Association indicates that the most significant factor in beef nutrient density is the diversity of plants the animal consumes, outperforming breed, climate, or organic status 12 There's an interest, a fascinating work being done right now by the Bionutrient Food association, founded by Dan Kittredge, where they're taking hundreds of beef samples and subjecting them to 150 nutrient, 150 nutrient analysis. And they've done hundreds of these now. And fascinatingly, there's only one thing that has shown up consistently that affects the nutrition of a beef. It's not breed, it's not climate, it's not organic or inorganic or age or anything that people tend to market. The only thing that they found that transcends everything else and is consistent is how many different types of plants did the cow eat. That beats whether it's organic or not. That beats how old it is. Where it's grown, was it stressed or not all those things? How many different plants did the animals eat? And so if we take that to the human, not that people are going to eat us, but if we take that idea to us, we realize how simplified the modern diet has become. https://www.youtube.com/watch?v=oxC0gPKa7xA . Joel Salatin of Polyface Farm advocates for grazing on diversified perennial pastures with 20-50 different plant species to improve animal health and the nutritional quality of meat 3 And so the bison had this tremendous diversified, enzymatic. Enzymatic and bacterial option feeding into the microbiome. And so, you know, one of the quickest and most efficacious way a person can diversify their own microbiome is to eat animals that have a diversified microbiome that are on diversified pasture, not just corn and soybeans, but on a very diversified perennial pasture where they're ingesting 20, 30, 40, 50 different kinds of plants throughout the season. That's the way that we can up our microbiome diversity game faster than. Than actually adding those different components to our actual diet because some, sometimes those things are hard to find, hard to get. https://www.youtube.com/watch?v=oxC0gPKa7xA .
- Ducks for Eggs and Pest Control: Khaki Campbell ducks are prolific layers, capable of producing 250-300 eggs per year under ideal conditions 38 Khaki Campbells can lay 250-300 eggs a year during their peak in ideal conditions. They are a little high strung for my tastes. I like Welsh Harlequins. They are almost as prolific as Khakis but they are a little more chill and they have pretty barred markings on their wings.https://www.reddit.com/r/homestead/comments/1n4upm6/comment/nbo2yny/ . One report from a flock of 12 hybrid runner/khaki ducks noted a consistent daily yield of one dozen eggs 37 I got a hybrid runner khaki flock of 12 and they laid an egg a day, sometimes two with one being a small white only egg. I sold them to Asians and used them in my farm market baked goods. I gotta say those girls were productive. Very good foragers too and they dug up grubs that were Japanese beetles that I was fighting. I was so grateful. In two years they wiped out my slug and beetle problems. I put them in every dusk, let them out and collected a dozen eggs consistently. They never laid outside, just in the duck house in the morning. They only needed a little pool and a creek they would wander down too but mostly walked around the pastures foraging in the grass.https://www.reddit.com/r/homestead/comments/1n4upm6/comment/nbo8zr9/ . For mixed meat and egg production, Muscovy ducks are recommended as they are quiet and raise their own broods 35 For mixed use, i keep muscovy. They are quiet ducks and do not quack (more closely related to geese, the drakes hiss). They raise large broods all by themselves, no incubation needed. Eggs are large and tasty, the duck is pretty tasty, too.https://www.reddit.com/r/homestead/comments/1n4upm6/comment/nbqs52s/ . Ducks are also effective foragers, with one farmer reporting they eliminated slug and Japanese beetle grub problems over two years 37 I got a hybrid runner khaki flock of 12 and they laid an egg a day, sometimes two with one being a small white only egg. I sold them to Asians and used them in my farm market baked goods. I gotta say those girls were productive. Very good foragers too and they dug up grubs that were Japanese beetles that I was fighting. I was so grateful. In two years they wiped out my slug and beetle problems. I put them in every dusk, let them out and collected a dozen eggs consistently. They never laid outside, just in the duck house in the morning. They only needed a little pool and a creek they would wander down too but mostly walked around the pastures foraging in the grass.https://www.reddit.com/r/homestead/comments/1n4upm6/comment/nbo8zr9/ . To ensure clean eggs, it’s advised to withhold food and water from the duck house overnight and keep them confined past sunrise 36 Pro tip: no food or water in the duck house overnight, and keep them in past sunrise. They tend to lay eggs right before dawn, and you'll get mostly clean eggs that way. Ducks have a bad habit of taking watery poops right on their eggs if they've eaten or drunk water recently, the little bastards lolhttps://www.reddit.com/r/homestead/comments/1n4upm6/comment/nbo04l5/ .
- Small Ruminant Management: For goats, which are highly susceptible to wet-ground parasites, it is recommended to keep them in wooded areas rather than on damp pasture 39 I would personally not put the goats on your pasture. Leave that for the sheep. Put the goats in those woods. You will have FAR fewer worm issues, especially since your pasture is a little low and wet. Goats ARE NOT good at wet ground parasites AT ALL.https://www.reddit.com/r/homestead/comments/1n4zl8d/comment/nbqq694/ . A low-risk way to start with sheep is to acquire bottle lambs in the spring and butcher them in the fall, avoiding overwintering costs 62 This year was my first experience with sheep after swearing off goats forever. They were practically free (bottle lambs) and we're not keeping them over Winter so it was a low risk thing to try out this year. I'm pretty happy with the result and I'll probably do it again next year.https://www.reddit.com/r/homestead/comments/1n4kdsl/comment/nbnmpbs/ . Different sheep breeds exhibit distinct grazing behaviors; for example, Jacob rams tend to browse taller vegetation while East Friesian ewes prefer forbs and lower growth 61 Good answer. I have a Jacob ram I run with East Friesian ewes. He goes for the tall stuff and tends to browse where my east frisians head straight for the forbs and low stuff.https://www.reddit.com/r/homestead/comments/1n4kdsl/comment/nbnjnt6/ .
- Pasture Fencing & Infrastructure: Experience from homesteaders shows that electric net fencing powered by a solar charger performs poorly in brushy areas, as sheep can push it over or get tangled 65 We tried net fencing but it sucks ass, especially in the brush with a solar charger. They just kept pushing it over or getting tangled in it. If you can imagine they are pretty well insulated, electrically.https://www.reddit.com/r/homestead/comments/1n4kdsl/comment/nbn9at8/ . An alternative strategy involves using a secure pen for overnight containment and allowing animals to roam during the day, with plans to upgrade to more robust systems like Premier1 positive/negative fencing, potentially with NRCS funding 7 We have a shelter and hard pen where we lock them in at night and they've established that as their safe space. So if they get chased (me shooing them out from where I don't want them, or my dogs getting feisty) they run straight back to their pen through the open gate.https://www.reddit.com/r/homestead/comments/1n4kdsl/comment/nbn9at8/ 63 Premier1 sells goat/sheep and cattle quick fence which I plan to pick up with NRCS money. I want to get the POS/neg version which might work better on them.https://www.reddit.com/r/homestead/comments/1n4kdsl/comment/nbn9at8/ .
Crop & Orchard Management
- Improving Clay Soil: To remediate compacted clay soil, plant deep-rooted cover crops like daikon radishes or field beans to break up the soil and add organic matter 48 Radishes, especially daikon, love breaking up clay soil. And you don't say which hemisphere you're located in, but regardless, you can plant them this time of year!https://www.reddit.com/r/Permaculture/comments/1n52btu/comment/nbu4yqy/ 4 Field beans are pretty good on clay soil. The roots drill down through it and when they decay it adds organic matter and leaves drainage channels.https://www.reddit.com/r/Permaculture/comments/1n52btu/comment/nbpjqd6/ . Gypsum amendments can also improve soil structure 47 Gypsum amendments are helpful with clay as is going in and using a garden fork to crack the soul. I also like what cover cropping with kale does for my beds in clay. Not sure what's going on (actinomyces? ) but they really seem to bring the soil crumb and agglomeration backhttps://www.reddit.com/r/Permaculture/comments/1n52btu/comment/nbtxjyh/ . Crops tolerant of clay include raspberries, blackberries, thyme, and Jerusalem artichokes 51 Edibles that survive on mine - rasberry, blackberry, thyme, jerusalem artichoke, ruccola, wild strawberry, sand cherry. Also a bunch of flowers like it.https://www.reddit.com/r/Permaculture/comments/1n52btu/comment/nbsnong/ .
- Orchard Pest Control (Hornets): While white-faced hornets can be aggressive, they are also beneficial predators of pests like caterpillars and aphids 16 Those hornets are probably why your apples are so nice in that area. white-faced (bald-faced) hornets are beneficial to gardens because they eat garden pests, such as caterpillars and aphids. They are predatory wasps that hunt and kill various insects to feed their larvae, and they also consume nectar and fruit for energy as adults. Their role in consuming pest insects makes them valuable garden guardians,https://www.reddit.com/r/homestead/comments/1n4yzrd/comment/nbpe069/ . If removal is necessary, it is best done at dusk or night when they are less active 15 It's recommended to handle Wasps starting around dusk because they return to their nests and are very lethargic in the evening. They also struggle to see and fly in the dark.https://www.reddit.com/r/homestead/comments/1n4yzrd/comment/nbp7uaf/ . Using a red-filtered flashlight can reduce the risk of attack, as they cannot see red light 14 Just a helpful tip. Wasps and hornets can see white light and if disturbed will attack the source. I got stung on the hand holding the light that way. But they can not see red light. I use a red light when dealing with the flying assholes. I’ve never been stung since I started using a red light.https://www.reddit.com/r/homestead/comments/1n4yzrd/comment/nbppdad/ . Non-chemical removal methods include smoking the nest to sedate them before soaking it with soapy water 13 Smoke them out to make them docile/tired, and fill their available nest holes with soapy water. Rinse tree to finish.https://www.reddit.com/r/homestead/comments/1n4yzrd/comment/nbopbv6/ .
Infrastructure & Site Development
Homesteaders recommend prioritizing key infrastructure early. This includes installing permanent, buried water lines to avoid long-term hose management 60 Install water lines first. It’s a pain to get them in later. We have had hoses running all over our property for 5 years. This fall I’m installing hard lines in the ground and I’m looking forward to not dealing with hoses next year ( as much).https://www.reddit.com/r/homestead/comments/1n4u1rn/comment/nbo7ci2/ . Privacy and fruit trees should be planted as soon as possible, as they take years to mature 1 I second privacy trees and fruit trees asap. They both take time to serve their purpose. Don’t over extend yourself budget wise, but don’t procrastinate on these two items.https://www.reddit.com/r/homestead/comments/1n4u1rn/comment/nbnuyzt/ . When constructing buildings like barns or workshops, orienting them to capture prevailing winds for cross-breeze ventilation is crucial for temperature control 59 Orientation of a barn is huge,not for sun but for wind.https://www.reddit.com/r/homestead/comments/1n4u1rn/comment/nbrckch/ 57 For clarity, I have a large, un-air conditioned shop with garage doors at each end where I spend the majority of my day. Even here in South Texas it's not that bad AS LONG AS THERE'S A BREEZE from door to door. But in another home having the gable vents aligned helped the attic temperatures tremendously too. I've got fans, but they just don't move enough dead air to make it comfortable. For the most part, it's good...but could have been better.https://www.reddit.com/r/homestead/comments/1n4u1rn/comment/nbp6izt/ .
5. Input Markets
The business model for herbicide-resistant seeds, such as Roundup Ready varieties, continues to shape input markets. These seeds are often engineered to be sterile, requiring farmers to purchase new seeds each year 29 Yes, Roundup Ready corn for instance is engineered to be sterile to ensure farmers need to come back to buy more and no one makes a derivative product. Theres many ways to let plants develop pollen, embryo, or seed and have it all be sterile. Think a fetus, but with no embryo inside.https://www.reddit.com/r/homestead/comments/1n5fgrj/comment/nbvaatc/ . This practice, combined with lawsuits over patent infringement and the issue of herbicide drift damaging neighboring non-resistant crops, creates a strong dependency on large agrochemical companies like Bayer, which acquired Monsanto 25 Then came the lawsuits to farmers getting their proprietary roundup ready seed on their farms without buying it, sometimes farmer was tryna be slick, sometimes genuine just nature being nature. Those lawsuits around trademarking and patenting staple crops of this nature, the fact that it was all designed to sell more pesticides (ROUNDUP ready). Means they were making GMO for pure profit at massive ecosystem expense.https://www.reddit.com/r/homestead/comments/1n5fgrj/comment/nbv900w/ 22 Exactly! It's also a negative network effect. Basically, because of runoff, if you don't use glyphosate resistant strains, your neighbours crops damage your crops, effectively putting you against your neighbour or forcing you to get those same resistant seeds.https://www.reddit.com/r/homestead/comments/1n5fgrj/comment/nbv840w/ 20 Monsanto was sold to Bayer the huge German chemical and Big Pharma corp.https://www.reddit.com/r/homestead/comments/1n5fgrj/comment/nbufyig/ .
As an alternative to purchased inputs, farmers can create their own soil amendments through composting. However, when using waste cardboard, care must be taken to avoid contaminants. Glossy or plastic-coated cardboard should not be used in compost intended for food production due to potential contamination from PFAS, heavy metals in inks, and polymers 52 I wouldn’t compost any cardboard that is glossy. Generally I only use cardboard that is brown. Starbucks cups and other drink cups have a plastic coating so those would be a no go as well. Remember if it’s brown it goes down. Or something like that.https://www.reddit.com/r/Permaculture/comments/1n525fc/comment/nbphz2e/ 50 In most contemporary printing soy based inks are the norm. Heavy metals have largely been replaced as reds and yellows. The bigger issue is pfas in the cardboard lining.https://www.reddit.com/r/Permaculture/comments/1n525fc/comment/nbqdlo9/ 5 these boxes are covered in polymers and inks and who knows what else. im not a chemist so this isnt scientific adivce but thats a lot of petrochem waste to then mix into the ground. i wouldnt want to eat anything grown in it thats for sure.https://www.reddit.com/r/Permaculture/comments/1n525fc/comment/nbr46yz/ . A simple way to test for plastic liners is to tear the material; plastic will stretch slightly before breaking, while paper fibers will not 49 The technique for detecting plastic liners: grip with both hands and start a small tear by pulling one hand towards you and pushing the other away. Then, without changing grips, gently pull outward with both hands in a stretching motion rather than a tearing motion. As the tear grows, the paper fibers will break differently than any plastic lining, which will stretch just a tiny bit (less than 1mm) before tearing.https://www.reddit.com/r/Permaculture/comments/1n525fc/comment/nbqse60/ . Burning cardboard and paper to use the ash as a soil additive is another reported practice, with some mixing it with fresh chicken manure to create a balanced fertilizer 6 get a burn barrel, burn all your paper and cardboard, use the ash as soil additive, ive been doing it this way for years.https://www.reddit.com/r/Permaculture/comments/1n525fc/comment/nbq5vgl/ 46 i have been doing this for years and noticed NO Negative side effects, only positive, the negligible amount of oil based ink and wax burns to carbon and is fine to put in the dirt, where would it go otherwise? Ashes to ashes, dust to dust. i often mix fresh chicken manure with my ashes 50:50 and get a GREAT fertilizer for fruit trees. the N+ rich 'hot' manure is neutralized with ashes.https://www.reddit.com/r/Permaculture/comments/1n525fc/comment/nbr2ywf/ .
6. Forward Outlook
Several key trends are shaping the future of agriculture. Persistent labor shortages and evolving immigration policies in the U.S. will continue to drive interest in automation, though high costs and technical challenges will temper its adoption rate. Regulatory changes, including the new H-2A/H-2B enforcement rules starting in 2025 and calls for deregulation of local food sales, will be critical for farmers to monitor 54 New regulations effective January 17, 2025, allow USCIS to deny H-2A petitions if employers commit serious labor violations, such as charging illegal recruitment fees. Violators face a one-year ban on filing petitions, which can be extended to three years unless restitution is made.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbqbe92/ 11 And so I've called it the Food Emancipation Proclamation. Now, those are strong words, but we have an enslaved food system to an oligarchy. Bernie Sanders is right. To an oligarchy that is a cabal between major industries and the US Government. And all food safety regulations are size prejudicial. In other words, it's easier to comply if you're big than if you're small. And so right now, we need a Food Emancipation Proclamation to allow consenting adults freedom of choice to engage in transactions neighbor to neighbor to give their microbiome agency. I'm using all sorts of powerful phrases here without asking the government's permission. https://www.youtube.com/watch?v=oxC0gPKa7xA .
The ongoing trade tensions highlighted by the soybean market underscore the need for diversified export markets and resilient supply chains. Farmers are likely to face a continued squeeze from rising input costs and volatile commodity prices 34 The fed government (both parties are equally at fault) don't support farmers. Plain and simple. They make it about politics and farmers pay the price. For this issue here it goes: Every farmer should be able to have access to H2A in a more comprehensive and affordable way but they don't. They should at least be able to make their illegal workers legal in some way or fashion to protect them but they don't do that either! The Feds should do something about the brokers and companies importing fruits and veggies that are 100% grown here in American soil year round but they don't! They rather see the American growers dump their tomatoes all away while the Mexican grown tomato equivalent gets sold in stores because it's cheaper. The Feds should promote American grown and support locally grown stuff but they don't. While all the basic farmers expenses rise from labor, fertilizers, pesticides, fuel etc, The farmer isn't getting higher prices on their commodities 90% of the time to reflect all those expenses.https://www.reddit.com/r/farming/comments/1n4kg4s/comment/nbozg0n/ . In response, a growing movement toward producing nutrient-dense food, as advocated by practitioners like Joel Salatin, may create new premium markets based on measurable quality linked to production practices like diverse-pasture grazing 12 There's an interest, a fascinating work being done right now by the Bionutrient Food association, founded by Dan Kittredge, where they're taking hundreds of beef samples and subjecting them to 150 nutrient, 150 nutrient analysis. And they've done hundreds of these now. And fascinatingly, there's only one thing that has shown up consistently that affects the nutrition of a beef. It's not breed, it's not climate, it's not organic or inorganic or age or anything that people tend to market. The only thing that they found that transcends everything else and is consistent is how many different types of plants did the cow eat. That beats whether it's organic or not. That beats how old it is. Where it's grown, was it stressed or not all those things? How many different plants did the animals eat? And so if we take that to the human, not that people are going to eat us, but if we take that idea to us, we realize how simplified the modern diet has become. https://www.youtube.com/watch?v=oxC0gPKa7xA . This shift emphasizes investing in wellness and prevention through food, which could influence future consumer demand and agricultural policy 2 And what happens when you start investing in wellness instead of investing in sickness is you start this wonderful domino effect of good things. And, and so, I mean, think about the domino effect of eating, eating nutrient dense or, you know, proper food. Well, chances are that's, that's going to patronize farms, a different kind of farm than the industrial ag complex. Fewer chemicals, maybe smaller scale, maybe local, maybe more fresh. But you start doing that. Well, now the association between the microbiome and the brain and the bodily function, what we're seeing, then suddenly kids are more emotionally stable. You start school gardens. https://www.youtube.com/watch?v=oxC0gPKa7xA .